Civic Intelligence

The Financial Planning Association

990 • Fiscal year 2011 • EIN 84-1521488

Jun 01, 2010 to May 31, 2011

Organization Profilewww.onefpa.org
Denver, CO
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.77x

Higher debt load relative to assets than 87% of similar nonprofits.

2011 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

66th percentile

0.52x

Higher debt load relative to revenue than 66% of similar nonprofits.

2011 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2011

Net Margin

26th percentile

-2.0%

Higher net margin than 26% of similar nonprofits.

2011 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets87th percentile

Assets

$8,439,440

No earlier filing loaded for comparison.

Net Assets

$1,950,477

No earlier filing loaded for comparison.

Liabilities

$6,488,963

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin26th percentile

Revenue

$12,493,021

No earlier filing loaded for comparison.

Expenses

$12,738,761

No earlier filing loaded for comparison.

Net Income

-$245,740

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2011: $8,439,440Liabilities 2011: $6,488,963Net Assets 2011: $1,950,4772011Assets 2012: $7,322,546Liabilities 2012: $5,882,713Net Assets 2012: $1,439,8332012Assets 2013: $8,213,386Liabilities 2013: $6,405,884Net Assets 2013: $1,807,5022013Assets 2014: $8,577,642Liabilities 2014: $5,845,701Net Assets 2014: $2,731,9412014Assets 2015: $8,015,201Liabilities 2015: $5,468,778Net Assets 2015: $2,546,4232015Assets 2016: $7,794,770Liabilities 2016: $5,494,261Net Assets 2016: $2,300,5092016Assets 2017: $8,198,532Liabilities 2017: $5,659,564Net Assets 2017: $2,538,9682017Assets 2018: $6,682,553Liabilities 2018: $3,966,875Net Assets 2018: $2,715,6782018Assets 2019: $5,941,900Liabilities 2019: $3,920,175Net Assets 2019: $2,021,7252019Assets 2020: $5,433,399Liabilities 2020: $3,934,269Net Assets 2020: $1,499,1302020Assets 2021: $6,740,399Liabilities 2021: $4,040,672Net Assets 2021: $2,699,7272021Assets 2022: $6,694,548Liabilities 2022: $4,647,003Net Assets 2022: $2,047,5452022Assets 2023: $5,791,659Liabilities 2023: $3,610,380Net Assets 2023: $2,181,2792023Assets 2024: $6,089,546Liabilities 2024: $3,294,757Net Assets 2024: $2,794,7892024

Highlighted filing

2011

Assets$8,439,440
Liabilities$6,488,963
Net Assets$1,950,477
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $12,493,021Expenses 2011: $12,738,761Net Income 2011: -$245,7402011Expenses 2012: $10,879,7832012Expenses 2013: $10,619,8992013Revenue 2014: $9,329,458Expenses 2014: $9,504,792Net Income 2014: -$175,3342014Revenue 2015: $9,101,169Expenses 2015: $9,141,995Net Income 2015: -$40,8262015Revenue 2016: $9,875,503Expenses 2016: $10,022,306Net Income 2016: -$146,8032016Revenue 2017: $10,108,750Expenses 2017: $9,997,962Net Income 2017: $110,7882017Revenue 2018: $10,344,627Expenses 2018: $10,175,713Net Income 2018: $168,9142018Revenue 2019: $10,353,525Expenses 2019: $11,221,347Net Income 2019: -$867,8222019Revenue 2020: $7,414,359Expenses 2020: $8,149,467Net Income 2020: -$735,1082020Revenue 2021: $8,225,248Expenses 2021: $7,100,920Net Income 2021: $1,124,3282021Revenue 2022: $9,051,715Expenses 2022: $9,111,585Net Income 2022: -$59,8702022Revenue 2023: $8,036,552Expenses 2023: $8,228,550Net Income 2023: -$191,9982023Revenue 2024: $7,800,803Expenses 2024: $7,501,219Net Income 2024: $299,5842024

Highlighted filing

2011

Revenue$12,493,021
Expenses$12,738,761
Net Income-$245,740
Open 2011 Filing
Filing Detail Status

This 2011 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jun 1, 2010 to May 31, 2011
Mission and Program Overview

Mission

FPA is the community that fosters the value of financial planning and advances the financial planning profession.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$8,439,440
Liabilities
$6,488,963
Net assets
$1,950,477
Revenue
$12,493,021
Expenses
$12,738,761
Net income
-$245,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.09$3.29$2.79$7.80$7.50$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$3.61$2.18$8.04$8.23$0.19
2022Detailed filing. Detailed filing data is available for this year.$6.69$4.65$2.05$9.05$9.11$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.74$4.04$2.70$8.23$7.10$1.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$3.93$1.50$7.41$8.15$0.74
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$3.92$2.02$10.4$11.2$0.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$3.97$2.72$10.3$10.2$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$5.66$2.54$10.1$10.00$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.79$5.49$2.30$9.88$10.0$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.02$5.47$2.55$9.10$9.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$8.58$5.85$2.73$9.33$9.50$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.21$6.41$1.81$10.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.32$5.88$1.44$10.9
2011Summary only. Only limited summary data is available for this year.$8.44$6.49$1.95$12.5$12.7$0.25
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)6 • $10M-$25M nonprofits