Civic Intelligence

Financial Planning Association of Puget Sound

990EZ • Fiscal year 2012 • EIN 91-2027726

Jan 01, 2012 to Dec 31, 2012

Organization Profilewww.fpapugetsound.org
Frisco, TX
Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

50th percentile

0.00x

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

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Net Margin

7th percentile

-35%

Higher net margin than 7% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

9th percentile

-34%

Faster asset growth than 9% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

2nd percentile

-62%

Faster revenue growth than 2% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$34,905

Down $17,929 (-34%) from 2011

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin7th percentile

Revenue

Down

$49,389

Down $79,901 (-62%) from 2011

Expenses

Down

$66,754

Down $32,543 (-33%) from 2011

Net Income

Down

-$17,365

Down $47,358 (-158%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$100K$50K$0Assets 2011: $52,834Liabilities 2011: $02011Assets 2012: $34,905Liabilities 2012: $02012Assets 2013: $45,406Liabilities 2013: $02013Assets 2014: $70,078Liabilities 2014: $18,9832014Assets 2015: $64,481Liabilities 2015: $22,7482015Assets 2016: $60,149Liabilities 2016: $19,4752016Assets 2017: $73,153Liabilities 2017: $25,2222017Assets 2018: $94,586Liabilities 2018: $28,1232018Assets 2019: $87,840Liabilities 2019: $15,1202019Assets 2020: $59,351Liabilities 2020: $4,6652020Assets 2021: $70,005Liabilities 2021: $8,455Net Assets 2021: $61,5502021Assets 2022: $62,991Liabilities 2022: $0Net Assets 2022: $62,9912022Assets 2023: $75,981Liabilities 2023: $2,911Net Assets 2023: $73,0702023Assets 2024: $71,017Liabilities 2024: $0Net Assets 2024: $71,0172024

Highlighted filing

2012

Assets$34,905
Liabilities$0
Net Assets-
Open 2012 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $129,290Expenses 2011: $99,297Net Income 2011: $29,9932011Revenue 2012: $49,389Expenses 2012: $66,754Net Income 2012: -$17,3652012Revenue 2013: $99,531Expenses 2013: $89,030Net Income 2013: $10,5012013Revenue 2014: $108,918Expenses 2014: $103,278Net Income 2014: $5,6402014Revenue 2015: $100,651Expenses 2015: $110,013Net Income 2015: -$9,3622015Revenue 2016: $105,229Expenses 2016: $106,895Net Income 2016: -$1,6662016Revenue 2017: $99,080Expenses 2017: $91,823Net Income 2017: $7,2572017Revenue 2018: $121,269Expenses 2018: $102,737Net Income 2018: $18,5322018Revenue 2019: $114,516Expenses 2019: $108,019Net Income 2019: $6,4972019Revenue 2020: $38,798Expenses 2020: $56,502Net Income 2020: -$17,7042020Revenue 2021: $73,892Expenses 2021: $67,028Net Income 2021: $6,8642021Revenue 2022: $95,345Expenses 2022: $93,904Net Income 2022: $1,4412022Revenue 2023: $109,102Expenses 2023: $99,023Net Income 2023: $10,0792023Revenue 2024: $117,384Expenses 2024: $119,437Net Income 2024: -$2,0532024

Highlighted filing

2012

Revenue$49,389
Expenses$66,754
Net Income-$17,365
Open 2012 Filing
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)
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Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Mission and Program Overview

Mission

The Financial Planning Association of Puget Sound is one of the nations largest and most preeminent organizations for financial planning professionals.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$34,905
Liabilities
$0
Net assets
-
Revenue
$49,389
Expenses
$66,754
Net income
-$17,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$1.17$1.19$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.03$0.73$1.09$0.99$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.95$0.94$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.08$0.62$0.74$0.67$0.07
2020Summary only. Only limited summary data is available for this year.$0.59$0.05$0.39$0.57$0.18
2019Summary only. Only limited summary data is available for this year.$0.88$0.15$1.15$1.08$0.06
2018Summary only. Only limited summary data is available for this year.$0.95$0.28$1.21$1.03$0.19
2017Summary only. Only limited summary data is available for this year.$0.73$0.25$0.99$0.92$0.07
2016Summary only. Only limited summary data is available for this year.$0.60$0.19$1.05$1.07$0.02
2015Summary only. Only limited summary data is available for this year.$0.64$0.23$1.01$1.10$0.09
2014Summary only. Only limited summary data is available for this year.$0.70$0.19$1.09$1.03$0.06
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$1.00$0.89$0.11
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.49$0.67$0.17
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$1.29$0.99$0.30