Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2013 • EIN 65-0991548

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

Organization Profilewww.fpamiamidade.org
PO Box 56098233256

(786) 390-7655

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

50th percentile

2.4%

Higher net margin than 50% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$40,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

63rd percentile

9.9%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

94th percentile

73%

Faster revenue growth than 94% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$37,925

Up $3,426 (+9.9%) from 2012

Net Assets

Up

$37,925

Up $3,426 (+9.9%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Up

$143,439

Up $60,313 (+73%) from 2012

Expenses

Up

$140,013

Up $66,274 (+90%) from 2012

Net Income

Down

$3,426

Down $5,961 (-64%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $21,505Net Assets 2010: $21,5052010Assets 2011: $25,112Net Assets 2011: $25,1122011Assets 2012: $34,499Net Assets 2012: $34,4992012Assets 2013: $37,925Net Assets 2013: $37,9252013Assets 2014: $18,502Net Assets 2014: $18,5022014Assets 2015: $24,352Liabilities 2015: $02015Assets 2016: $36,410Net Assets 2016: $36,4102016Assets 2019: $192,692Liabilities 2019: $987Net Assets 2019: $191,7052019Assets 2020: $46,073Liabilities 2020: $5,288Net Assets 2020: $40,7852020Assets 2021: $58,585Liabilities 2021: $22,971Net Assets 2021: $35,6142021Assets 2022: $35,900Liabilities 2022: $10,970Net Assets 2022: $24,9302022Assets 2023: $46,214Liabilities 2023: $4,1262023Assets 2024: $56,018Liabilities 2024: $5,000Net Assets 2024: $51,0182024

Highlighted filing

2013

Assets$37,925
Liabilities-
Net Assets$37,925
Open 2013 Filing

Operations Trend

Revenue Growth94th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $62,407Expenses 2010: $56,506Net Income 2010: $5,9012010Revenue 2011: $66,233Expenses 2011: $62,626Net Income 2011: $3,6072011Revenue 2012: $83,126Expenses 2012: $73,739Net Income 2012: $9,3872012Revenue 2013: $143,439Expenses 2013: $140,013Net Income 2013: $3,4262013Revenue 2014: $55,129Expenses 2014: $74,552Net Income 2014: -$19,4232014Revenue 2015: $79,920Expenses 2015: $74,070Net Income 2015: $5,8502015Revenue 2016: $95,416Expenses 2016: $83,358Net Income 2016: $12,0582016Revenue 2019: $108,368Expenses 2019: $118,511Net Income 2019: -$10,1432019Revenue 2020: $72,364Expenses 2020: $69,720Net Income 2020: $2,6442020Revenue 2021: $94,398Expenses 2021: $99,898Net Income 2021: -$5,5002021Revenue 2022: $111,694Expenses 2022: $122,378Net Income 2022: -$10,6842022Revenue 2023: $147,435Expenses 2023: $145,102Net Income 2023: $2,3332023Revenue 2024: $119,400Expenses 2024: $113,417Net Income 2024: $5,9832024

Highlighted filing

2013

Revenue$143,439
Expenses$140,013
Net Income$3,426
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Gross Receipts
$143,439
Mission and Program Overview

Mission

Promote financial planning

Program Services

DescriptionGrantsExpenses
Community Business and Industry Programs, General/O: Outreach program to teach financial planning topics to those who cannot afford to purchase the services.-$788
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY MILLERExecutive Director/CEOPT$40,000-$40,000
Filing and Contact Details

Filer

EIN
65-0991548
Phone
7863907655

Signing Officer

Name
Carol Harlow
Title
Treasurer
Phone
7863907655
Signed
2014-05-09
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey D Kaplan
Phone
3053329941
Raw XML Appendix88 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0106448
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL HARLOW
IRS990EZ/BooksInCareOfDetail/PhoneNum03052741600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine107355 SW 87th Avenue Suite 200
IRS990EZ/BooksInCareOfDetail/USAddress/City0Miami
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034499
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037925
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03426
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt031900
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034499
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037925
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0143439
IRS990EZ/GroupExemptionNum03687
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011257
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034499
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037925
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034499
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037925
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt040000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director/CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote Financial Planning
IRS990EZ/PrintingPublicationsPostageAmt01665
IRS990EZ/ProgramServiceRevenueAmt0132182
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Community Business and Industry Programs, General/O: Outreach program to teach financial planning topics to those who cannot afford to purchase the services.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0788
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0140013
IRS990EZ/TotalProgramServiceExpensesAmt0788
IRS990EZ/TotalRevenueAmt0143439
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.fpamiamidade.org
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL HARLOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07863907655
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10Financial Planning Association
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0650991548
ReturnHeader/Filer/PhoneNum07863907655
ReturnHeader/Filer/USAddress/AddressLine10PO Box 560982
ReturnHeader/Filer/USAddress/City0Miami
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jeffrey D Kaplan CPA PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108770 SW 72nd St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Miami
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033173
ReturnHeader/PreparerPersonGrp/PhoneNum03053329941
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY D KAPLAN
ReturnHeader/ReturnTs02014-05-14T08:51:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,925
Liabilities
-
Net assets
$37,925
Revenue
$143,439
Expenses
$140,013
Net income
$3,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.05$0.51$1.19$1.13$0.06
2023Summary only. Only limited summary data is available for this year.$0.46$0.04$1.47$1.45$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.11$0.25$1.12$1.22$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.23$0.36$0.94$1.00$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.05$0.41$0.72$0.70$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.01$1.92$1.08$1.19$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.36$0.95$0.83$0.12
2015Summary only. Only limited summary data is available for this year.$0.24$0.00$0.80$0.74$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.55$0.75$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.38$1.43$1.40$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.34$0.83$0.74$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.25$0.66$0.63$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.62$0.57$0.06