Civic Intelligence

Financial Planning Association

EIN 93-1299164 • Cottage Grove, OR

990-N Coverage
PO Box 1452Cottage Grove, OR 97440
Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

<$500k nonprofits • Source year 2012

Liabilities / Revenue

92nd percentile

0.48x

Higher debt load relative to revenue than 92% of similar nonprofits.

<$500k nonprofits • Source year 2012

Net Margin

59th percentile

6.7%

Higher net margin than 59% of similar nonprofits.

<$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

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

Source year 2012

Assets

$4,252

No earlier filing loaded for comparison.

Liabilities

$4,252

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Revenue

$8,856

No earlier filing loaded for comparison.

Expenses

$8,261

No earlier filing loaded for comparison.

Net Income

$595

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$6.0K$4.0K$2.0K$0Assets 2012: $4,252Liabilities 2012: $4,252Net Assets 2012: $02012

Highlighted filing

2012

Assets$4,252
Liabilities$4,252
Net Assets$0

Operations Trend

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

$10K$5.0K$0Revenue 2012: $8,856Expenses 2012: $8,261Net Income 2012: $5952012

Highlighted filing

2012

Revenue$8,856
Expenses$8,261
Net Income$595

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 1, 2013
Return Version
2012v2.1
Filing and Contact Details

Filer

EIN
93-1299164
Raw XML Appendix96 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.

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IRS990EZ/CashSavingsAndInvestments/EOY04252
IRS990EZ/ContributionsGiftsGrantsEtc02250
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/ExcessOrDeficitForYear0595
IRS990EZ/FeesAndOthPymtToIndContractors01077
IRS990EZ/GrossReceipts08856
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues05781
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY00
IRS990EZ/NetAssetsOrFundBalances/EOY00
IRS990EZ/NetAssetsOrFundBalancesEOY0595
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition45
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0STEPHEN MALLERY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1PATRICIA HATHAWAY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DAVID HAUSAM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3GWEN S OCONNELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4NATHAN OEMING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SPONSORS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4GOV DIR
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IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2SYMPOSIUMS
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IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses11485
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses2496
IRS990EZ/ProgramServiceRevenue0825
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits03605
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IRS990EZ/StatesWhereCopyOfReturnIsFiled0OR
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/EOY04252
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10257 SE SURF AVE
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IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode097367
IRS990EZ/TheBooksAreInCareOf/NamePerson0Q-TAX AND BOOKKEEPING
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05412729966
IRS990EZ/TotalAssets/BOY00
IRS990EZ/TotalAssets/EOY04252
IRS990EZ/TotalExpenses08261
IRS990EZ/TotalProgramServiceExpenses03608
IRS990EZ/TotalRevenue08856
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0931299164
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ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-01
ReturnHeader/Officer/Name0GWEN S OCONNELL
ReturnHeader/Officer/Title0TREASURER
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097367
ReturnHeader/Preparer/Name0AMALEE J CHAMBERS
ReturnHeader/Preparer/Phone05412729966
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-07T08:52:50-07:00

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