Civic Intelligence

Academy of Financial Planning

EIN 81-2305521 • 501(c)3 • San Leandro, CA

Profile

To promote Financial Planning education to all US residents without regard to any race or religion

15200 Hesperian BlvdSan Leandro, CA 94578

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$14,398

Up $1,654 (+13%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$14,398

Up $1,664 (+13%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin91st percentile

Revenue

Flat

$3,005

Flat from 2019

Expenses

Up

$1,341

Up $118 (+9.6%) from 2019

Net Income

Down

$1,664

Down $118 (-6.6%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$15K$10K$5.0K$0Assets 2016: $11,572Net Assets 2016: $11,5722016Assets 2017: $4,463Liabilities 2017: $521Net Assets 2017: $3,9422017Assets 2018: $10,952Net Assets 2018: $10,9522018Assets 2019: $12,744Liabilities 2019: $10Net Assets 2019: $12,7342019Assets 2020: $14,398Net Assets 2020: $14,3982020

Highlighted filing

2020

Assets$14,398
Liabilities-
Net Assets$14,398
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

$40K$20K$0-$20KRevenue 2016: $33,100Expenses 2016: $21,528Net Income 2016: $11,5722016Revenue 2017: $5,505Expenses 2017: $13,135Net Income 2017: -$7,6302017Revenue 2018: $10,032Expenses 2018: $3,022Net Income 2018: $7,0102018Revenue 2019: $3,005Expenses 2019: $1,223Net Income 2019: $1,7822019Revenue 2020: $3,005Expenses 2020: $1,341Net Income 2020: $1,6642020

Highlighted filing

2020

Revenue$3,005
Expenses$1,341
Net Income$1,664
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,398
Liabilities
-
Net assets
$14,398
Revenue
$3,005
Expenses
$1,341
Net income
$1,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$14.4$14.4$3.01$1.34$1.66
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.01$12.7$3.01$1.22$1.78
2018Detailed filing. Detailed filing data is available for this year.$11.0$11.0$10.0$3.02$7.01
2017Detailed filing. Detailed filing data is available for this year.$4.46$0.52$3.94$5.51$13.1$7.63
2016Detailed filing. Detailed filing data is available for this year.$11.6$11.6$33.1$21.5$11.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 19, 2021
Return Version
2020v4.0
Gross Receipts
$3,005
Mission and Program Overview

Mission

To promote Financial Planning education to all US residents without regard to any race or religion

Program Services

DescriptionGrantsExpenses
To promote Financial Planning education to all US residents without regard to race, religion or sexual orientation.$871-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Khush BodhanTreasurer-$0--
Sumeet BansalPresident-$0--
Anu SharmaSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Academy of Financial Planning
EIN
81-2305521
Phone
5102780915
Address
15200 Hesperian Blvd, San Leandro, CA 94578

Signing Officer

Name
Anu Sharma
Title
Secretary
Signed
2021-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Davis Sharma Donthineni PC
Address
15200 HESPERIAN BLVD STE 202, SAN LEANDRO, CA 94578
Preparer
Daven Sharma CPA
Phone
5102780915
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $341”

Other Expenses.1003

“Information Technology $700”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $10 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix149 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Anu Sharma
IRS990EZ/BooksInCareOfDetail/PhoneNum05102780915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05776 Stoneridge Mall Road Suite 355
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Pleasanton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094588
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012744
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014398
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03005
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01664
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012744
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014398
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt03005
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012734
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014398
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012734
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014398
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Khush Bodhan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sumeet Bansal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Anu Sharma
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01041
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote Financial Planning education to all US residents without regard to any race or religion
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote Financial Planning education to all US residents without regard to race, religion or sexual orientation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0871
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01341
IRS990EZ/TotalProgramServiceExpensesAmt0871
IRS990EZ/TotalRevenueAmt03005
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0NP Corp
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt054647
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt054647
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05505
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033100
IRS990ScheduleA/Total509Grp/TotalAmt054647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033100
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt054647
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Payable and Accrued Expenses - Beginning $10 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anu Sharma
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Academy of Financial Planning
ReturnHeader/Filer/BusinessNameControlTxt0ACAD
ReturnHeader/Filer/EIN0812305521
ReturnHeader/Filer/PhoneNum05102780915
ReturnHeader/Filer/USAddress/AddressLine1Txt015200 Hesperian Blvd
ReturnHeader/Filer/USAddress/CityNm0San Leandro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094578
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832267011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Davis Sharma Donthineni PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015200 HESPERIAN BLVD STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LEANDRO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094578
ReturnHeader/PreparerPersonGrp/PhoneNum05102780915
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daven Sharma CPA
ReturnHeader/ReturnTs02021-03-19T11:08:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anu
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sharma
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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