Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2010 • EIN 65-0991548

Jan 01, 2010 to Dec 31, 2010 • Filed on May 12, 2011

Organization ProfileWWW.FPAMIAMIDADE.ORG
PO Box 56098233256
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 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

68th percentile

9.5%

Higher net margin than 68% of similar nonprofits.

2010 filings • 501(c)6 • <$500k nonprofits • Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$21,505

No earlier filing loaded for comparison.

Net Assets

$21,505

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

$62,407

No earlier filing loaded for comparison.

Expenses

$56,506

No earlier filing loaded for comparison.

Net Income

$5,901

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2010

Assets$21,505
Liabilities-
Net Assets$21,505
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2010

Revenue$62,407
Expenses$56,506
Net Income$5,901
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 12, 2011
Return Version
2010v3.2
Mission and Program Overview

Mission

Promote financial planning

Filing and Contact Details

Filer

EIN
65-0991548
Raw XML Appendix86 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/BenefitsPaidToOrForMembers033447
IRS990EZ/CashSavingsAndInvestments/BOY015604
IRS990EZ/CashSavingsAndInvestments/EOY021505
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear05901
IRS990EZ/FeesAndOthPymtToIndContractors022250
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts062407
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/GroupExemptionNumber03687
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MembershipDues011897
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY015604
IRS990EZ/NetAssetsOrFundBalancesBOY015604
IRS990EZ/NetAssetsOrFundBalances/EOY021505
IRS990EZ/NetAssetsOrFundBalancesEOY021505
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10PO BOX 560982
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0MIAMI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0FL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode033256
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition015.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0AMY MILLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0EXEC DIRECTOR/CEO
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/PrimaryExemptPurpose0PROMOTE FINANCIAL PLANNING
IRS990EZ/PrintingPublicationsPostage0809
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0COMMUNITY, BUSINESS & INDUSTRY PROGRAMS,GENERAL/O: OUTREACH PROGRAM TO TEACH FINANCIAL PLANNING TOPICS TO THOSE WHO CANNOT AFFORD TO PURCHASE IT.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0250
IRS990EZ/ProgramServiceRevenue050510
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine108105 SW 158 PLACE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MIAMI
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode033193
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10ELLEN RASKIN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03053824911
IRS990EZ/TotalAssets/BOY015604
IRS990EZ/TotalAssets/EOY021505
IRS990EZ/TotalExpenses056506
IRS990EZ/TotalProgramServiceExpenses0250
IRS990EZ/TotalRevenue062407
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/WebSite0WWW.FPAMIAMI-DADE.ORG
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0650991548
ReturnHeader/Filer/Name/BusinessNameLine10FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/NameControl0FINA
ReturnHeader/Filer/Phone03052327234
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 560982
ReturnHeader/Filer/USAddress/City0MIAMI
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033256
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-05-12
ReturnHeader/Officer/Name0AMY MILLER
ReturnHeader/Officer/Phone03052327234
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WOLPERT & ASSOCIATES PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107315 SW 87TH AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MIAMI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033173
ReturnHeader/Preparer/Name0JEFF KAPLAN
ReturnHeader/Preparer/Phone03055951572
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-12T13:20:13-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,505
Liabilities
-
Net assets
$21,505
Revenue
$62,407
Expenses
$56,506
Net income
$5,901
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