Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2012 • EIN 93-1299164

Jan 01, 2012 to Dec 31, 2012 • Filed on May 01, 2013

Organization Profile
PO Box 145297440
Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

92nd percentile

0.48x

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

2012 filings • <$500k nonprofits • Source year 2012

Net Margin

59th percentile

6.7%

Higher net margin than 59% of similar nonprofits.

2012 filings • <$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

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

Balance Sheet
Liabilities / Assets95th percentile

Assets

$4,252

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$4,252

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin59th percentile

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.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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
Open 2012 Filing
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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/BenefitsPaidToOrForMembers0933
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
IRS990EZ/OccupancyRentUtilitiesAndMaint01019
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition45
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
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
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0FINANCIAL PLANNING/INVESTMENTS
IRS990EZ/PrintingPublicationsPostage01627
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0CONFERENCES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1CHAPTER MEETINGS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2SYMPOSIUMS
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses01627
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses11485
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses2496
IRS990EZ/ProgramServiceRevenue0825
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits03605
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OR
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/EOY04252
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10257 SE SURF AVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LINCOLN CITY
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
ReturnHeader/Filer/Name/BusinessNameLine10FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/NameControl0FINA
ReturnHeader/Filer/Phone05413387631
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1452
ReturnHeader/Filer/USAddress/City0EUGENE
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097440
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-01
ReturnHeader/Officer/Name0GWEN S OCONNELL
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-05-01
ReturnHeader/PreparerFirm/EIN0264147325
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Q-TAX & BOOKKEEPING
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10257 SE SURF AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LINCOLN CITY
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,252
Liabilities
$4,252
Net assets
$0
Revenue
$8,856
Expenses
$8,261
Net income
$595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,252$4,252$0$8,856$8,261$595