Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
990EZ • Fiscal year 2016 • EIN 65-0997135
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
42nd percentile
Higher net margin than 42% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
15th percentile
Faster asset growth than 15% of similar nonprofits.
Revenue Growth
62nd percentile
Faster revenue growth than 62% of similar nonprofits.
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
To improve the quality of financial services given by professionals and provided to the public.
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHERYL CULP | Director | - | $0 | - | - |
| WILLIAM DYESS | Director | - | $0 | - | - |
| MICHAEL MADER | Advisor | - | $0 | - | - |
| LINDA WOLONICK | Exec Director | PT | $0 | - | - |
| MARI ADAM | Director | - | $0 | - | - |
| SUSAN WEINBLATT | Chair | - | $0 | - | - |
| LISA MARSDEN | President | PT | $0 | - | - |
| RANDALL WOOLLEY | Committee | - | $0 | - | - |
| STEPHANIE COOPER | Secretary | PT | $0 | - | - |
| RACHAEL GRATTAN | Director | - | $0 | - | - |
| NICHOLAS CHIRICOSTA | Treasurer | PT | $0 | - | - |
| MICHAEL ROSS | Pres. Elect | - | $0 | - | - |
| SEAN ERICKSON | Committee | - | $0 | - | - |
| WAYNE GREEN | Committee | - | $0 | - | - |
| CHRISTOPHER WIDING | Committee | - | $0 | - | - |
| HAYDEN BURRUS | Committee | - | $0 | - | - |
| GREGORY EDWARDS | Program Chai | - | $0 | - | - |
“Gold coast merger transfer 8,472 chapter reimbursement 8,155 social event sponsorship 750 silent auction 561 raffle income 137 total 18,075”
“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”
“Prepaid expenses and deferred charges 543 5,350 5,643 5,643 less accumulated depreciation 5,643 5,643 total 543 5,350”
“Deferred revenue 12,325 0”
“To improve the quality of financial services given by professionals and provided to the public.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LINDA WOLONICK |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9543700041 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8930 ST RD 84 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt | 0 | SUITE 316 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | DAVIE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33324 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 56919 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 39691 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -96 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 57462 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 45041 |
| IRS990EZ/GrossReceiptsAmt | 0 | 89620 |
| IRS990EZ/GroupExemptionNum | 0 | 3687 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 168 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 45137 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 45041 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 45137 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 45041 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 14 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 15 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 16 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 16 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CHERYL CULP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | WILLIAM DYESS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MICHAEL MADER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LINDA WOLONICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MARI ADAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | SUSAN WEINBLATT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | LISA MARSDEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | RANDALL WOOLLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | STEPHANIE COOPER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | RACHAEL GRATTAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | NICHOLAS CHIRICOSTA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | MICHAEL ROSS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | SEAN ERICKSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | WAYNE GREEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | CHRISTOPHER WIDING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | HAYDEN BURRUS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 16 | GREGORY EDWARDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | ADVISOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | EXEC DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | COMMITTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | PRES. ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | COMMITTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | COMMITTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | COMMITTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 15 | COMMITTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 16 | PROGRAM CHAI |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 543 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 5350 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 64696 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 18075 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO IMPROVE THE QUALITY OF FINANCIAL SERVICES GIVEN BY PROFESSIONALS AND PROVIDED TO THE PUBLIC. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 71377 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATION: ANNUAL CONFERENCE; CONTINUING EDUCATION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | MEETINGS/SEMINARS: MEET WITH OTHER PROFESSIONALS AND PROVIDE SEMINARS RELATED TO ADVANCEMENT WITHIN THE PROFESSION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | PUBLICATIONS/NEWSLETTERS/WEBSITE: TO PROVIDE INFORMATION ON UPCOMING EVENTS AND RESOURCES. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 25020 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 12325 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 89716 |
| IRS990EZ/TotalRevenueAmt | 0 | 89620 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SOUTHFLORIDAFPA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | GOLD COAST MERGER TRANSFER 8,472 CHAPTER REIMBURSEMENT 8,155 SOCIAL EVENT SPONSORSHIP 750 SILENT AUCTION 561 RAFFLE INCOME 137 TOTAL 18,075 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PREPAID EXPENSES AND DEFERRED CHARGES 543 5,350 5,643 5,643 LESS ACCUMULATED DEPRECIATION 5,643 5,643 TOTAL 543 5,350 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DEFERRED REVENUE 12,325 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TO IMPROVE THE QUALITY OF FINANCIAL SERVICES GIVEN BY PROFESSIONALS AND PROVIDED TO THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA MARSDEN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9543700041 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-03-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE FINANCIAL PLANNING ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | OF SOUTH FLORIDA INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 650997135 |
| ReturnHeader/Filer/PhoneNum | 0 | 9543700041 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 8930 STATE ROAD 84 RM/STE 316 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DAVIE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33324 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 198FE44DC4AB2968D333C082C527A6B187743ED6 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 198FE44DC4AB2968D333C082C527A6B187743ED6 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 020615242 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DOROTHY A ADKINS CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4310 SHERIDAN ST STE 202 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HOLLYWOOD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 33021 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9549611040 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-03-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DOROTHY A ADKINS |
| ReturnHeader/ReturnTs | 0 | 2017-03-31T18:14:11+00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.