Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2018 • EIN 65-0991548

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 31, 2020

Organization ProfileWWW.FPAMIAMIDADE.ORG
6815 Biscayne Blvd Suite 103 323Miami, FL 33138

(305) 274-1600

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

97th percentile

136%

Faster asset growth than 97% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

57th percentile

3.5%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$202,835

Up $166,425 (+457%) from 2016

Net Assets

Up

$201,848

Up $165,438 (+454%) from 2016

Liabilities

$987

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin19th percentile

Revenue

Up

$102,220

Up $6,804 (+7.1%) from 2016

Expenses

Up

$115,071

Up $31,713 (+38%) from 2016

Net Income

Down

-$12,851

Down $24,909 (-207%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$300K$200K$100K$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 2018: $202,835Liabilities 2018: $987Net Assets 2018: $201,8482018Assets 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

2018

Assets$202,835
Liabilities$987
Net Assets$201,848
Open 2018 Filing

Operations Trend

Revenue Growth57th 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 2018: $102,220Expenses 2018: $115,071Net Income 2018: -$12,8512018Revenue 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

2018

Revenue$102,220
Expenses$115,071
Net Income-$12,851
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 31, 2020
Return Version
2018v3.2
Gross Receipts
$102,220
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 Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY MILLERExec. Dir/Ce-$0--
CAROL HARLOWTreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Carol Harlow
Title
Treasurer
Phone
3052741600
Signed
2020-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Philip Shenkman CPA Pa
Address
12946 SW 133 CT, MIAMI, FL 33186
Preparer
Jeffrey D Kaplan
Phone
3052718585
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 8,800 8,590 symposium expenses 50,606 auto 2,834 total 70,830”

Form 990-ez, Part I, Line 20

“Capital contributed 31,653”

Form 990-ez, Part II, Line 26

“Miscellaneous payables 987 987”

Raw XML Appendix102 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/PersonNm0CAROL HARLOW
IRS990EZ/BooksInCareOfDetail/PhoneNum03052741600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07355 SW 87TH AVENUE SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033173
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0184033
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0202835
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023065
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12851
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt043492
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184033
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0202835
IRS990EZ/GrossReceiptsAmt0102220
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02479
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0183046
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0201848
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0183046
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0201848
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL HARLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC. DIR/CE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt031653
IRS990EZ/OtherExpensesTotalAmt070830
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE FINANCIAL PLANNING
IRS990EZ/PrintingPublicationsPostageAmt0749
IRS990EZ/ProgramServiceRevenueAmt076676
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/BOYAmt0987
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0987
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0115071
IRS990EZ/TotalRevenueAmt0102220
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPAMIAMIDADE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 8,800 8,590 SYMPOSIUM EXPENSES 50,606 AUTO 2,834 TOTAL 70,830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CAPITAL CONTRIBUTED 31,653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS PAYABLES 987 987
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 26
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL HARLOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03052741600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0650991548
ReturnHeader/Filer/PhoneNum03052741600
ReturnHeader/Filer/USAddress/AddressLine1Txt06815 BISCAYNE BLVD SUITE 103 323
ReturnHeader/Filer/USAddress/CityNm0MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033138
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId008A5C1A5798C1F71DC1598400A2791305C681324
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId075F2F7E134CF47544CE4DE805789CFEA4E35FA46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.31.29.153
ReturnHeader/FilingSecurityInformation/IPDt02020-08-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:26:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650116149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILIP SHENKMAN CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012946 SW 133 CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033186
ReturnHeader/PreparerPersonGrp/PhoneNum03052718585
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY D KAPLAN
ReturnHeader/ReturnTs02020-08-05T15:26:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$202,835
Liabilities
$987
Net assets
$201,848
Revenue
$102,220
Expenses
$115,071
Net income
-$12,851
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
2018Detailed filing. Detailed filing data is available for this year.$2.03$0.01$2.02$1.02$1.15$0.13
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