Civic Intelligence

Financial Planning Association of Greater Fort Lauderdale Inc

990EZ • Fiscal year 2016 • EIN 65-0997135

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 13, 2017

8930 State Road 84 Rm/Ste 316Davie, FL 33324

(954) 370-0041

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

42nd percentile

-0.1%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-22%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

6.6%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$45,041

Down $12,421 (-22%) from 2015

Net Assets

Down

$45,041

Down $96 (-0.2%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$89,620

Up $5,510 (+6.6%) from 2015

Expenses

Down

$89,716

Down $10,850 (-11%) from 2015

Net Income

Up

-$96

Up $16,360 (+99%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$45,041
Liabilities-
Net Assets$45,041

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$89,620
Expenses$89,716
Net Income-$96
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 13, 2017
Return Version
2016v3.0
Gross Receipts
$89,620
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
EDUCATION: ANNUAL CONFERENCE; CONTINUING EDUCATION.--
MEETINGS/SEMINARS: MEET WITH OTHER PROFESSIONALS AND PROVIDE SEMINARS RELATED TO ADVANCEMENT WITHIN THE PROFESSION.--
PUBLICATIONS/NEWSLETTERS/WEBSITE: TO PROVIDE INFORMATION ON UPCOMING EVENTS AND RESOURCES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL CULPDirector-$0--
WILLIAM DYESSDirector-$0--
MICHAEL MADERAdvisor-$0--
LINDA WOLONICKExec DirectorPT$0--
MARI ADAMDirector-$0--
SUSAN WEINBLATTChair-$0--
LISA MARSDENPresidentPT$0--
RANDALL WOOLLEYCommittee-$0--
STEPHANIE COOPERSecretaryPT$0--
RACHAEL GRATTANDirector-$0--
NICHOLAS CHIRICOSTATreasurerPT$0--
MICHAEL ROSSPres. Elect-$0--
SEAN ERICKSONCommittee-$0--
WAYNE GREENCommittee-$0--
CHRISTOPHER WIDINGCommittee-$0--
HAYDEN BURRUSCommittee-$0--
GREGORY EDWARDSProgram Chai-$0--
Filing and Contact Details

Filer

Filer Name
The Financial Planning Association
EIN
65-0997135
Phone
9543700041
Address
8930 STATE ROAD 84 RM/STE 316, DAVIE, FL 33324

Signing Officer

Name
Lisa Marsden
Title
President
Phone
9543700041
Signed
2017-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Dorothy a Adkins CPA Pa
Address
4310 SHERIDAN ST STE 202, HOLLYWOOD, FL 33021
Preparer
Dorothy a Adkins
Phone
9549611040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Gold coast merger transfer 8,472 chapter reimbursement 8,155 social event sponsorship 750 silent auction 561 raffle income 137 total 18,075

Form 990-ez, Part I, Line 16

Conference conference expenses 45,191 meeting income meeting expenses 11,761 expenses awards and recognition 85 board meetings expense 162 credit card fees 782 insurance 931 office 1,912 secretary of state-annual 62 web site fees 2,280 accountant fees 500 membership marketing 371 conferences-meetings 659 total 64,696

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 543 5,350 5,643 5,643 less accumulated depreciation 5,643 5,643 total 543 5,350

Form 990-ez, Part II, Line 26

Deferred revenue 12,325 0

Form 990-ez, Part III

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

Raw XML Appendix165 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHERYL CULP
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0543
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IRS990EZ/OtherRevenueTotalAmt018075
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPROVE THE QUALITY OF FINANCIAL SERVICES GIVEN BY PROFESSIONALS AND PROVIDED TO THE PUBLIC.
IRS990EZ/ProgramServiceRevenueAmt071377
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SOUTHFLORIDAFPA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOLD COAST MERGER TRANSFER 8,472 CHAPTER REIMBURSEMENT 8,155 SOCIAL EVENT SPONSORSHIP 750 SILENT AUCTION 561 RAFFLE INCOME 137 TOTAL 18,075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFERENCE CONFERENCE EXPENSES 45,191 MEETING INCOME MEETING EXPENSES 11,761 EXPENSES AWARDS AND RECOGNITION 85 BOARD MEETINGS EXPENSE 162 CREDIT CARD FEES 782 INSURANCE 931 OFFICE 1,912 SECRETARY OF STATE-ANNUAL 62 WEB SITE FEES 2,280 ACCOUNTANT FEES 500 MEMBERSHIP MARKETING 371 CONFERENCES-MEETINGS 659 TOTAL 64,696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 543 5,350 5,643 5,643 LESS ACCUMULATED DEPRECIATION 5,643 5,643 TOTAL 543 5,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 12,325 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO IMPROVE THE QUALITY OF FINANCIAL SERVICES GIVEN BY PROFESSIONALS AND PROVIDED TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MARSDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09543700041
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SOUTH FLORIDA INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0650997135
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ReturnHeader/PreparerPersonGrp/PhoneNum09549611040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY A ADKINS
ReturnHeader/ReturnTs02017-03-31T18:14:11+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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