Civic Intelligence

The Financial Planning Association

EIN 65-0997135 • 501(c)6 • Palm Beach Gardens, FL

Profile

To improve the quality of financial services given by professionals to the public.

PO Box 31591Palm Beach Gardens, FL 33420

southfloridafpa.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

22nd percentile

-24%

Faster asset growth than 22% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

21%

Faster revenue growth than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$9,209

Down $3,886 (-30%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$9,209

Down $3,886 (-30%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin18th percentile

Revenue

Up

$15,846

Up $711 (+4.7%) from 2023

Expenses

Up

$19,732

Up $561 (+2.9%) from 2023

Net Income

Up

-$3,886

Up $150 (+3.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $61,458Liabilities 2011: $9,500Net Assets 2011: $51,9582011Assets 2012: $71,291Liabilities 2012: $13,500Net Assets 2012: $57,7912012Assets 2013: $75,559Liabilities 2013: $15,000Net Assets 2013: $60,5592013Assets 2014: $73,093Liabilities 2014: $11,500Net Assets 2014: $61,5932014Assets 2015: $57,462Liabilities 2015: $12,325Net Assets 2015: $45,1372015Assets 2016: $45,041Net Assets 2016: $45,0412016Assets 2017: $9,043Liabilities 2017: $0Net Assets 2017: $9,0432017Assets 2018: $12,523Liabilities 2018: $0Net Assets 2018: $12,5232018Assets 2019: $14,567Liabilities 2019: $0Net Assets 2019: $14,5672019Assets 2020: $17,284Liabilities 2020: $0Net Assets 2020: $17,2842020Assets 2021: $21,622Net Assets 2021: $21,6222021Assets 2022: $17,131Net Assets 2022: $17,1312022Assets 2023: $13,095Net Assets 2023: $13,0952023Assets 2024: $9,209Net Assets 2024: $9,2092024

Highlighted filing

2024

Assets$9,209
Liabilities-
Net Assets$9,209
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $104,543Expenses 2011: $108,417Net Income 2011: -$3,8742011Revenue 2012: $107,447Expenses 2012: $101,614Net Income 2012: $5,8332012Revenue 2013: $101,024Expenses 2013: $98,256Net Income 2013: $2,7682013Revenue 2014: $100,257Expenses 2014: $99,223Net Income 2014: $1,0342014Revenue 2015: $84,110Expenses 2015: $100,566Net Income 2015: -$16,4562015Revenue 2016: $89,620Expenses 2016: $89,716Net Income 2016: -$962016Revenue 2017: $77,912Expenses 2017: $113,910Net Income 2017: -$35,9982017Revenue 2018: $24,068Expenses 2018: $20,588Net Income 2018: $3,4802018Revenue 2019: $19,026Expenses 2019: $16,982Net Income 2019: $2,0442019Revenue 2020: $14,165Expenses 2020: $11,448Net Income 2020: $2,7172020Revenue 2021: $10,398Expenses 2021: $6,060Net Income 2021: $4,3382021Revenue 2022: $12,513Expenses 2022: $17,004Net Income 2022: -$4,4912022Revenue 2023: $15,135Expenses 2023: $19,171Net Income 2023: -$4,0362023Revenue 2024: $15,846Expenses 2024: $19,732Net Income 2024: -$3,8862024

Highlighted filing

2024

Revenue$15,846
Expenses$19,732
Net Income-$3,886
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,209
Liabilities
-
Net assets
$9,209
Revenue
$15,846
Expenses
$19,732
Net income
-$3,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.16$0.20$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.15$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.13$0.17$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.10$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.14$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.19$0.17$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.24$0.21$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.78$1.14$0.36
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.90$0.90$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.12$0.45$0.84$1.01$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.12$0.62$1.00$0.99$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.15$0.61$1.01$0.98$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.14$0.58$1.07$1.02$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.10$0.52$1.05$1.08$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 14, 2025
Return Version
2024v5.0
Gross Receipts
$15,846
Mission and Program Overview

Mission

To improve the quality of financial services given by professionals and provided to the public.

To improve the quality of financial services given by professionals to the public.

Program Services

DescriptionGrantsExpenses
PERIODIC SOCIAL EVENTS: TO PROVIDE MEMBERS WITH THE ABILITY TO MEET OTHER PROFESSIONALS AND EXPAND THEIR NETWORK.--
PERIODIC LUNCH AND DINNER SEMINARS: TO PROVIDE MEMBERS WITH THE ABILITY TO EXPAND THEIR KNOWLEDGE AND STAY UP TO DATE IN THEIR PROFESSION.--
PYUBLICATIONS, NEWSPLETTERS, WEBSITE:L TO PROVIDE ADDITIONAL RESOURCES FOR PROVESSIONALS AND INFORMATION ON UPCOMING EVENTS.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA VALINOTTIPresident-$0--
STEVEN TRENDSecretary-$0--
JUBIN KEYVANTreasurer-$0--
STACY MCGINTYDirector-$0--
THOMAS W BALCOMDirector-$0--
STEWART KOESTENDirector-$0--
LEONEL GALVEZDirector-$0--
JUSTIN WEIDENFELDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Financial Planning Association
EIN
65-0997135
Phone
5613721378
Address
PO BOX 31591, PALM BEACH GARDENS, FL 33420

Signing Officer

Name
Jubin Keyvan
Title
Treasurer
Phone
5613721378
Signed
2025-03-14
Discuss with paid preparer
Yes

Preparer

Firm
S C Presley & Co Inc
Address
250 S RONALD REAGAN BLVD STE 10, LONGWOOD, FL 32750-5466
Preparer
Sylvia C Presley
Phone
4073317665
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 373 office 1,549 website fees 1,516 conferences/meetings 142 florida annual report 61 fpa board expenses 710 gifts given 200 po box payment 222 starchapter 1,311 refunds 948 total 7,032”

Form 990-ez, Part III

“To improve the quality of financial services given by professionals to the public.”

Raw XML Appendix118 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/PersonNm0JUBIN KEYVAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05613721378
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 31591
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH GARDENS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033420
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013095
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09209
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014004
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3886
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013095
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09209
IRS990EZ/GrossReceiptsAmt015846
IRS990EZ/GroupExemptionNum03687
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013095
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09209
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013095
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09209
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THERESA VALINOTTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVEN TREND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUBIN KEYVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STACY MCGINTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THOMAS W BALCOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEWART KOESTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEONEL GALVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JUSTIN WEIDENFELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07032
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE QUALITY OF FINANCIAL SERVICES GIVEN BY PROFESSIONALS TO THE PUBLIC.
IRS990EZ/PrintingPublicationsPostageAmt0246
IRS990EZ/ProgramServiceRevenueAmt01842
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERIODIC SOCIAL EVENTS: TO PROVIDE MEMBERS WITH THE ABILITY TO MEET OTHER PROFESSIONALS AND EXPAND THEIR NETWORK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PERIODIC LUNCH AND DINNER SEMINARS: TO PROVIDE MEMBERS WITH THE ABILITY TO EXPAND THEIR KNOWLEDGE AND STAY UP TO DATE IN THEIR PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PYUBLICATIONS, NEWSPLETTERS, WEBSITE:L TO PROVIDE ADDITIONAL RESOURCES FOR PROVESSIONALS AND INFORMATION ON UPCOMING EVENTS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012254
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019732
IRS990EZ/TotalRevenueAmt015846
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://SOUTHFLORIDAFPA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 373 OFFICE 1,549 WEBSITE FEES 1,516 CONFERENCES/MEETINGS 142 FLORIDA ANNUAL REPORT 61 FPA BOARD EXPENSES 710 GIFTS GIVEN 200 PO BOX PAYMENT 222 STARCHAPTER 1,311 REFUNDS 948 TOTAL 7,032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO IMPROVE THE QUALITY OF FINANCIAL SERVICES GIVEN BY PROFESSIONALS TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUBIN KEYVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05613721378
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SOUTH FLORIDA INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0650997135
ReturnHeader/Filer/PhoneNum05613721378
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31591
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033420
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592750960
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0S C PRESLEY & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 S RONALD REAGAN BLVD STE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONGWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0327505466
ReturnHeader/PreparerPersonGrp/PhoneNum04073317665
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SYLVIA C PRESLEY
ReturnHeader/ReturnTs02025-03-14T10:03:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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