Civic Intelligence

Financial Planning Association of Puget Sound

990EZ • Fiscal year 2017 • EIN 91-2027726

Jan 01, 2017 to Dec 31, 2017

Organization Profilewww.fpapugetsound.org
Frisco, TX
Siviq Scores

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

Liabilities / Assets

87th percentile

0.34x

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

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

Liabilities / Revenue

88th percentile

0.25x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

63rd percentile

7.3%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

35th percentile

-5.8%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$73,153

Up $13,004 (+22%) from 2016

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$25,222

Up $5,747 (+30%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin63rd percentile

Revenue

Down

$99,080

Down $6,149 (-5.8%) from 2016

Expenses

Down

$91,823

Down $15,072 (-14%) from 2016

Net Income

Up

$7,257

Up $8,923 (+536%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2017

Assets$73,153
Liabilities$25,222
Net Assets-
Open 2017 Filing

Operations Trend

Revenue Growth35th 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

2017

Revenue$99,080
Expenses$91,823
Net Income$7,257
Open 2017 Filing
Filing Detail Status

This 2017 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, 2017 to Dec 31, 2017
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

2017 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$73,153
Liabilities
$25,222
Net assets
-
Revenue
$99,080
Expenses
$91,823
Net income
$7,257
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