Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2020 • EIN 65-0991548

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 20, 2021

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

73rd percentile

0.11x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.07x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-76%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-33%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$46,073

Down $146,619 (-76%) from 2019

Net Assets

Down

$40,785

Down $150,920 (-79%) from 2019

Liabilities

Up

$5,288

Up $4,301 (+436%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin51st percentile

Revenue

Down

$72,364

Down $36,004 (-33%) from 2019

Expenses

Down

$69,720

Down $48,791 (-41%) from 2019

Net Income

Up

$2,644

Up $12,787 (+126%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2020

Assets$46,073
Liabilities$5,288
Net Assets$40,785
Open 2020 Filing

Operations Trend

Revenue Growth35th 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

2020

Revenue$72,364
Expenses$69,720
Net Income$2,644
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 20, 2021
Return Version
2020v4.0
Gross Receipts
$72,364
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--
ANGEL TORRESTreasurer-$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
Amy Miller
Title
Exec. Dir/CEO
Phone
3052741600
Signed
2021-06-20
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 5,480 office 1,409 leadership development 300 meeting 2,274 symposium expenses 21,215 total 30,678”

Form 990-ez, Part I, Line 20

“ADJUSTMENT -153,564”

Form 990-ez, Part II, Line 24

“Security deposit 2,500 0 total 2,500 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 2,500 miscellaneous payables 987 288 customer deposits 0 2,500”

Raw XML Appendix101 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0AMY MILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm1ANGEL TORRES
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANGEL TORRES
IRS990EZ/BooksInCareOfDetail/PhoneNum03052741600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06815 BISCAYNE BLVD STE 103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033138
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0190192
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046073
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0300
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02644
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt039042
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0192692
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046073
IRS990EZ/GrossReceiptsAmt072364
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08499
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0191705
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040785
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0191705
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040785
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGEL TORRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC. DIR/CE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02500
IRS990EZ/OtherChangesInNetAssetsAmt0-153564
IRS990EZ/OtherExpensesTotalAmt030678
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE FINANCIAL PLANNING
IRS990EZ/ProgramServiceRevenueAmt063565
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/EOYAmt05288
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069720
IRS990EZ/TotalRevenueAmt072364
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPAMIAMIDADE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 5,480 OFFICE 1,409 LEADERSHIP DEVELOPMENT 300 MEETING 2,274 SYMPOSIUM EXPENSES 21,215 TOTAL 30,678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJUSTMENT -153,564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SECURITY DEPOSIT 2,500 0 TOTAL 2,500 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 2,500 MISCELLANEOUS PAYABLES 987 288 CUSTOMER DEPOSITS 0 2,500
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIR/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03052741600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-20
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/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/PreparationDt02021-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP SHENKMAN
ReturnHeader/ReturnTs02021-09-15T16:52:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,073
Liabilities
$5,288
Net assets
$40,785
Revenue
$72,364
Expenses
$69,720
Net income
$2,644
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