Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2012 • EIN 65-0991548

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 23, 2013

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 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2012 filings • 501(c)6 • <$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

86th percentile

37%

Faster asset growth than 86% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

82nd percentile

26%

Faster revenue growth than 82% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,499

Up $9,387 (+37%) from 2011

Net Assets

Up

$34,499

Up $9,387 (+37%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$83,126

Up $16,893 (+26%) from 2011

Expenses

Up

$73,739

Up $11,113 (+18%) from 2011

Net Income

Up

$9,387

Up $5,780 (+160%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2012

Assets$34,499
Liabilities-
Net Assets$34,499
Open 2012 Filing

Operations Trend

Revenue Growth82nd 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

2012

Revenue$83,126
Expenses$73,739
Net Income$9,387
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 23, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

Promote financial planning

Filing and Contact Details

Filer

EIN
65-0991548
Raw XML Appendix87 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/BenefitsPaidToOrForMembers043304
IRS990EZ/CashSavingsAndInvestments/BOY025112
IRS990EZ/CashSavingsAndInvestments/EOY034499
IRS990EZ/ContributionsGiftsGrantsEtc00
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/ExcessOrDeficitForYear09387
IRS990EZ/FeesAndOthPymtToIndContractors028610
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GamingGrossIncome00
IRS990EZ/GroProfitLossSalesOfInventory00
IRS990EZ/GrossReceipts083126
IRS990EZ/GroupExemptionNumber03687
IRS990EZ/InvestmentIncome00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues011235
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY025112
IRS990EZ/NetAssetsOrFundBalancesBOY025112
IRS990EZ/NetAssetsOrFundBalances/EOY034499
IRS990EZ/NetAssetsOrFundBalancesEOY034499
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition015.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation027500
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0AMY MILLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Executive Director/CEO
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/PrimaryExemptPurpose0Promote Financial Planning
IRS990EZ/PrintingPublicationsPostage01825
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Community Business and Industry Programs, General/O: Outreach program to teach financial planning topics to those who cannot afford to purchase the services.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0422
IRS990EZ/ProgramServiceRevenue071891
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine107355 SW 87TH AVENUE SUITE 200
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MIAMI
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode033173
IRS990EZ/TheBooksAreInCareOf/NamePerson0CAROL HARLOW
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03052741600
IRS990EZ/TotalAssets/BOY025112
IRS990EZ/TotalAssets/EOY034499
IRS990EZ/TotalExpenses073739
IRS990EZ/TotalProgramServiceExpenses0422
IRS990EZ/TotalRevenue083126
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0www.fpamiami-dade.org
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0650991548
ReturnHeader/Filer/Name/BusinessNameLine10FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/NameControl0FINA
ReturnHeader/Filer/Phone07863907655
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 560982
ReturnHeader/Filer/USAddress/City0MIAMI
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033256
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-23
ReturnHeader/Officer/Name0CAROL HARLOW
ReturnHeader/Officer/Phone07863907655
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JEFFREY D KAPLAN CPA PL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine108770 S W 72ND ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MIAMI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode033173
ReturnHeader/Preparer/Name0JEFFREY D KAPLAN
ReturnHeader/Preparer/Phone03053329941
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-02T06:50:27-07:00

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
$34,499
Liabilities
-
Net assets
$34,499
Revenue
$83,126
Expenses
$73,739
Net income
$9,387
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)6 • <$500k nonprofits