Civic Intelligence

Financial Planning Association

EIN 65-0991548 • 501(c)6 • Miami, FL

Profile

Promote Financial Planning

6815 Biscayne Blvd Ste 103 323Miami, FL 33138

www.fpamiamidade.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.09x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

5.0%

Higher net margin than 59% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-19%

Faster revenue growth than 26% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$56,018

Up $9,804 (+21%) from 2023

Liabilities

Up

$5,000

Up $874 (+21%) from 2023

Net Assets

$51,018

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue70th percentileNet Margin59th percentile

Revenue

Down

$119,400

Down $28,035 (-19%) from 2023

Expenses

Down

$113,417

Down $31,685 (-22%) from 2023

Net Income

Up

$5,983

Up $3,650 (+156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$56,018
Liabilities$5,000
Net Assets$51,018
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$119,400
Expenses$113,417
Net Income$5,983
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,018
Liabilities
$5,000
Net assets
$51,018
Revenue
$119,400
Expenses
$113,417
Net income
$5,983
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 15, 2025
Return Version
2024v5.0
Gross Receipts
$119,400
Mission and Program Overview

Mission

Promote financial planning

Program Services

DescriptionGrantsExpenses
COMMUNITY, BUSINESS AND INDUSTRY PROGRAMS, GENRAL OUTREACH PROGRAMS TO TEACH FINANCIAL PLANNING TOPICS TO THOSE WHO CANNOT AFFORD TO PURCHASE THE SERVICES.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLEY TODDExec. Dir/Ce-$0--
ANGEL TORRESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association
EIN
65-0991548
Phone
3052741600
Address
6815 BISCAYNE BLVD STE 103 323, MIAMI, FL 33138

Signing Officer

Name
Beverley Todd
Title
Exec. Dir/CEO
Phone
9548665431
Signed
2025-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Philip Shenkman CPA Pa
Address
14221 SW 120 STREET STE 229, MIAMI, FL 33186
Preparer
Philip Shenkman
Phone
3052718585
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising & promotion 7,535 office 3,185 leadership development 2,034 meeting 23,745 symposium expenses 32,414 other business expense 712 donations 450 total 70,075”

Form 990-ez, Part I, Line 20

“Prior period adjustments 2,947”

Form 990-ez, Part II, Line 24

“Pledges receivable 22,281 32,650 prepaid symposium 3,160 0 total 25,441 32,650”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 4,126 5,000”

Raw XML Appendix99 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/BooksInCareOfDetail/PersonNm0BEVERLEY TODD
IRS990EZ/BooksInCareOfDetail/PhoneNum03052741600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06815 BISCAYNE BLVD SUITE 103 323
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033138
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023368
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011800
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05983
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt043342
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046214
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056018
IRS990EZ/GrossReceiptsAmt0119400
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09259
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042088
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051018
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042088
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEVERLEY TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGEL TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC. DIR/CE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025441
IRS990EZ/OtherAssetsTotalDetail/EOYAmt032650
IRS990EZ/OtherChangesInNetAssetsAmt02947
IRS990EZ/OtherExpensesTotalAmt070075
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE FINANCIAL PLANNING
IRS990EZ/ProgramServiceRevenueAmt098341
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY, BUSINESS AND INDUSTRY PROGRAMS, GENRAL OUTREACH PROGRAMS TO TEACH FINANCIAL PLANNING TOPICS TO THOSE WHO CANNOT AFFORD TO PURCHASE THE SERVICES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04126
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113417
IRS990EZ/TotalRevenueAmt0119400
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPAMIAMIDADE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & PROMOTION 7,535 OFFICE 3,185 LEADERSHIP DEVELOPMENT 2,034 MEETING 23,745 SYMPOSIUM EXPENSES 32,414 OTHER BUSINESS EXPENSE 712 DONATIONS 450 TOTAL 70,075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENTS 2,947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEDGES RECEIVABLE 22,281 32,650 PREPAID SYMPOSIUM 3,160 0 TOTAL 25,441 32,650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,126 5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLEY TODD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIR/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09548665431
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0650991548
ReturnHeader/Filer/PhoneNum03052741600
ReturnHeader/Filer/USAddress/AddressLine1Txt06815 BISCAYNE BLVD STE 103 323
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033138
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650116149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILIP SHENKMAN CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014221 SW 120 STREET STE 229
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033186
ReturnHeader/PreparerPersonGrp/PhoneNum03052718585
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP SHENKMAN
ReturnHeader/ReturnTs02025-06-23T09:46:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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