Civic Intelligence

Financial Planning Association

EIN 65-0999767 • 501(c)6 • Sarasota, FL

990-N Coverage

Profile

Trade Association Continuing Education

3292 Fruitville Rd Suite 108Sarasota, FL 34237

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

32nd percentile

-9.7%

Higher net margin than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-5.6%

Faster asset growth than 43% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$15,962

Down $942 (-5.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$15,962

Down $942 (-5.6%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$9,684

Down $6,066 (-39%) from 2016

Expenses

Up

$10,626

Up $1,522 (+17%) from 2016

Net Income

Down

-$942

Down $7,588 (-114%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$40K$30K$20K$10K$0Assets 2011: $33,816Net Assets 2011: $33,8162011Assets 2012: $32,370Net Assets 2012: $32,3702012Assets 2013: $23,685Net Assets 2013: $23,6852013Assets 2014: $14,343Net Assets 2014: $14,3432014Assets 2015: $10,258Net Assets 2015: $10,2582015Assets 2016: $16,904Net Assets 2016: $16,9042016Assets 2017: $15,962Net Assets 2017: $15,9622017

Highlighted filing

2017

Assets$15,962
Liabilities-
Net Assets$15,962
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$20K$10K$0-$10KRevenue 2011: $6,265Expenses 2011: $4,559Net Income 2011: $1,7062011Revenue 2012: $4,103Expenses 2012: $5,549Net Income 2012: -$1,4462012Revenue 2013: $2,039Expenses 2013: $10,724Net Income 2013: -$8,6852013Revenue 2014: $7,053Expenses 2014: $16,395Net Income 2014: -$9,3422014Revenue 2015: $13,640Expenses 2015: $17,725Net Income 2015: -$4,0852015Revenue 2016: $15,750Expenses 2016: $9,104Net Income 2016: $6,6462016Revenue 2017: $9,684Expenses 2017: $10,626Net Income 2017: -$9422017

Highlighted filing

2017

Revenue$9,684
Expenses$10,626
Net Income-$942
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,962
Liabilities
-
Net assets
$15,962
Revenue
$9,684
Expenses
$10,626
Net income
-$942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$16.0$16.0$9.68$10.6$0.94
2016Detailed filing. Detailed filing data is available for this year.$16.9$16.9$15.8$9.10$6.65
2015Detailed filing. Detailed filing data is available for this year.$10.3$10.3$13.6$17.7$4.09
2014Detailed filing. Detailed filing data is available for this year.$14.3$14.3$7.05$16.4$9.34
2013Detailed filing. Detailed filing data is available for this year.$23.7$23.7$2.04$10.7$8.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$32.4$4.10$5.55$1.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.8$33.8$6.27$4.56$1.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 19, 2018
Return Version
2017v2.2
Gross Receipts
$9,684
Mission and Program Overview

Mission

Trade Association Continuing Education

Trade association cont ed

Program Services

DescriptionGrantsExpenses
CONTINUING EDUCATION IS PROVIDED TO THE ASSOCIATION MEMBERS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER CASWELLPresident-$0--
PHILLIP COUTURETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Fpa of the Suncoast Inc
EIN
65-0999767
Phone
9413663551
Address
3292 FRUITVILLE RD SUITE 108, SARASOTA, FL 34237

Signing Officer

Name
Phil Couture
Title
Treasurer
Signed
2018-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Tax Center
Address
1491 E VENICE AVE SUITE A, VENICE, FL 34292
Preparer
Joseph Garbade
Phone
9412277767
Supplemental Narrative

Additional Explanations

Part I Line 16 Others Expenses

“Lincenses 61 seminar expenses 9,664”

Raw XML Appendix85 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/PersonNm0PHIL COUTURE
IRS990EZ/BooksInCareOfDetail/PhoneNum09413663551
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03293 FRUITVILLE RD 208
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SARASOTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034237
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016904
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015962
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-942
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0529
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016904
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015962
IRS990EZ/GrossReceiptsAmt09684
IRS990EZ/GroupExemptionNum03687
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03966
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016904
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015962
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016904
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015962
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTOPHER CASWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PHILLIP COUTURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09725
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRADE ASSOCIATION CONT ED
IRS990EZ/PrintingPublicationsPostageAmt0372
IRS990EZ/ProgramServiceRevenueAmt05700
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUING EDUCATION IS PROVIDED TO THE ASSOCIATION MEMBERS
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010626
IRS990EZ/TotalRevenueAmt09684
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINCENSES 61 SEMINAR EXPENSES 9,664
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 16 OTHERS EXPENSES
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL COUTURE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FPA OF THE SUNCOAST INC
ReturnHeader/Filer/BusinessNameControlTxt0FPAO
ReturnHeader/Filer/EIN0650999767
ReturnHeader/Filer/PhoneNum09413663551
ReturnHeader/Filer/USAddress/AddressLine1Txt03292 FRUITVILLE RD SUITE 108
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034237
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId054109E57D416B0CB85E6036F7D32FB6945306FE3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId054109E57D416B0CB85E6036F7D32FB6945306FE3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.151.64.242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264816064
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX CENTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01491 E VENICE AVE SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VENICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034292
ReturnHeader/PreparerPersonGrp/PhoneNum09412277767
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH GARBADE
ReturnHeader/ReturnTs02018-09-25T15:30:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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