Civic Intelligence

National Financial Planning Support Center

EIN 74-2341001 • 501(c)3 • Denver, CO

Profile

The National Financial Planning Support Center's focus is to increase awareness of the importance of financial planning by supporting initiatives that educate, advance, and inform in unique and compelling ways, so as to benefit the public overall.

7535 E Hampden Ave No 600Denver, CO 80231

www.fpanet.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1

Down $23,181 (-100%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$0

Down $23,182 (-100%) from 2014

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $12,546 (-100%) from 2014

Expenses

Down

$23,182

Down $152,173 (-87%) from 2014

Net Income

Up

-$23,182

Up $139,627 (+86%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$200K$150K$100K$50K$0Assets 2011: $61,584Liabilities 2011: $37,1552011Assets 2012: $81,409Liabilities 2012: $0Net Assets 2012: $81,4092012Assets 2013: $185,991Liabilities 2013: $0Net Assets 2013: $185,9912013Assets 2014: $23,182Liabilities 2014: $0Net Assets 2014: $23,1822014Assets 2015: $1Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$1
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $122,618Expenses 2011: $152,184Net Income 2011: -$29,5662011Revenue 2012: $171,176Expenses 2012: $114,196Net Income 2012: $56,9802012Revenue 2013: $224,444Expenses 2013: $119,862Net Income 2013: $104,5822013Revenue 2014: $12,546Expenses 2014: $175,355Net Income 2014: -$162,8092014Revenue 2015: $0Expenses 2015: $23,182Net Income 2015: -$23,1822015

Highlighted filing

2015

Revenue$0
Expenses$23,182
Net Income-$23,182
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$23,182
Net income
-$23,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.23$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.13$1.75$1.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$2.24$1.20$1.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$1.71$1.14$0.57
2011Summary only. Only limited summary data is available for this year.$0.62$0.37$1.23$1.52$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Dec 9, 2015
Return Version
2014v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

The National Financial Planning Support Center's focus is to increase awareness of the importance of financial planning by supporting initiatives that educate, advance, and inform in unique and compelling ways, so as to benefit the public overall.

Program Services

DescriptionGrantsExpenses
During the tax year, National Financial Planning Support Center transferred all of its assets to related organization, The Financial Planning Association.$23,182$23,182
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren SchadleDirector/CEO-$0--
Michael BranhamDirector (Part Year)-$0--
Janet StanzakDirector-$0--
Ed GjertsenDirector-$0--
Pamela SandyDirector-$0--
Filing and Contact Details

Filer

Filer Name
National Financial Planning Support Center
EIN
74-2341001
Phone
3037594900
Address
7535 E Hampden Ave No 600, Denver, CO 80231

Signing Officer

Name
Lauren Schadle
Title
CEO
Phone
3037594900
Signed
2015-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Capin Crouse LLP
Address
2435 Research Parkway STE 200, Colorado Springs, CO 80920
Preparer
Adam R Smith
Phone
7195286225
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Grant to related organization. Grantee Name: The Financial Planning Association. Grantee Address: 7535 E. Hampden Ave, STE 600 Denver, CO 80231. Grantee Relationship: Related Organization. Property Description: Cash. Date of Gift: 05/31/15. Amount Given: 23,182.”

Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Craig Noll
IRS990EZ/BooksInCareOfDetail/PhoneNum03037594900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07535 E Hampden Ave Suite 600
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Denver
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080231
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023182
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-23182
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023182
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023182
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023182
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023182
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lauren Schadle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michael Branham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Janet Stanzak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ed Gjertsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Pamela Sandy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director/CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director (Part year)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The National Financial Planning Support Center's focus is to increase awareness of the importance of financial planning by supporting initiatives that educate, advance, and inform in unique and compelling ways, so as to benefit the public overall.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0During the tax year, National Financial Planning Support Center transferred all of its assets to related organization, The Financial Planning Association.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023182
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023182
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023182
IRS990EZ/TotalProgramServiceExpensesAmt023182
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.fpanet.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0239392
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0181135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0122525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0555552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt093
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0256
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018555
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt023415
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt029301
IRS990ScheduleA/OtherIncome170Grp/TotalAmt052716
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78530
IRS990ScheduleA/PublicSupportPY170Pct00.86370
IRS990ScheduleA/PublicSupportTotal170Amt0477881
IRS990ScheduleA/SubstantialContributorsTotAmt077671
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0239392
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0181135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0122525
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0555552
IRS990ScheduleA/TotalSupportAmt0608524
IRS990ScheduleN/DirectorOfSuccessor2Ind01
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Net assets made up of cash
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0The Financial Planning Association
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02015-05-26
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0841521488
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt023182
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(c)(6)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0Book Value
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt07535 E Hampden Ave Ste 600
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0Denver
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CO
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd080231
IRS990ScheduleN/EmployeeOfSuccessor2Ind01
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Person(s) Involved: All of the National Financial Planning Support Center's board members and officers.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1Explanation of Involvement: All of the National Financial Planning Support Center's board members and officers were already board members and/or officers of The Financial Planning Association before the transfer of assets. They remained officers and/or board members of The Financial Planning Association after the transfer. There was no change.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 2e:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, Line 2e:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Grant to related organization. Grantee Name: The Financial Planning Association. Grantee Address: 7535 E. Hampden Ave, STE 600 Denver, CO 80231. Grantee Relationship: Related Organization. Property Description: Cash. Date of Gift: 05/31/15. Amount Given: 23,182.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauren Schadle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03037594900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0National Financial Planning Support Center
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0742341001
ReturnHeader/Filer/PhoneNum03037594900
ReturnHeader/Filer/USAddress/AddressLine1Txt07535 E Hampden Ave No 600
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080231
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363990892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Capin Crouse LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02435 Research Parkway STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080920
ReturnHeader/PreparerPersonGrp/PhoneNum07195286225
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam R Smith
ReturnHeader/ReturnTs02015-12-09T17:44:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.