Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2012 • EIN 64-0676863

Jul 01, 2011 to Jun 30, 2012 • Filed on May 14, 2013

Organization Profile
219 Highland Village39211
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

16th percentile

-29%

Faster revenue growth than 16% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$24,134

Down $4,458 (-16%) from 2011

Net Assets

Down

$24,134

Down $4,458 (-16%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin22nd percentile

Revenue

Down

$30,893

Down $12,893 (-29%) from 2011

Expenses

Down

$35,351

Down $12,674 (-26%) from 2011

Net Income

Down

-$4,458

Down $219 (-5.2%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2011: $28,592Liabilities 2011: $0Net Assets 2011: $28,5922011Assets 2012: $24,134Liabilities 2012: $0Net Assets 2012: $24,1342012

Highlighted filing

2012

Assets$24,134
Liabilities$0
Net Assets$24,134
Open 2012 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $43,786Expenses 2011: $48,025Net Income 2011: -$4,2392011Revenue 2012: $30,893Expenses 2012: $35,351Net Income 2012: -$4,4582012

Highlighted filing

2012

Revenue$30,893
Expenses$35,351
Net Income-$4,458
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 14, 2013
Return Version
2011v1.5
Filing and Contact Details

Filer

EIN
64-0676863
Raw XML Appendix213 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DANNY R MATTHEWS
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5RITA B PARKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6T WALTON DALLAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7TARA C MAY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8TRAVIS WOODS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9CHRISTOPHER E WELLS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10DAVID W RUSSELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11GLORIA CRECHALE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11DIRECTOR
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IRS990EZ/PrimaryExemptPurpose0TO EDUCATE THE GENERAL PUBLIC IN REGARDS TO THE ROLE OF FINANCIAL PLANNERS IN ASSISTING THE PUBLIC IN ACHIEVING FINANCIAL SECURITY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0MONTHLY LUNCHEON MEETINGS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1ANNUAL FINANCIAL PLANNING SYMPOSIUM & CONVENTION
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2MONTHLY NEWSLETTER
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IRS990EZ/WebSite0WWW.MSFPA.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 24,442. DESCRIPTION: CONFERENCES, CONVENTIONS, & MEETINGS. AMOUNT: 10,909. TOTAL TO FORM 990-EZ, LINE 16: 35,351.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0640676863
ReturnHeader/Filer/Name/BusinessNameLine10FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/NameControl0FINA
ReturnHeader/Filer/Phone06019819834
ReturnHeader/Filer/USAddress/AddressLine10219 HIGHLAND VILLAGE
ReturnHeader/Filer/USAddress/City0JACKSON
ReturnHeader/Filer/USAddress/State0MS
ReturnHeader/Filer/USAddress/ZIPCode039211
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0RALPH A YELVERTON
ReturnHeader/Officer/Phone06019364910
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-05-14
ReturnHeader/PreparerFirm/EIN0640903390
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GRANTHAM POOLE ET AL PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101062 HIGHLAND COLONY PRKWY STE 201
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RIDGELAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode039157
ReturnHeader/Preparer/Name0VANCE RANDALL CPA
ReturnHeader/Preparer/Phone06014992400
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-15T08:37:23-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$24,134
Liabilities
$0
Net assets
$24,134
Revenue
$30,893
Expenses
$35,351
Net income
-$4,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.00$24.1$30.9$35.4$4.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$43.8$48.0$4.24