Civic Intelligence

The Financial Planning Association Of

990EZ • Fiscal year 2013 • EIN 94-3366058

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 04, 2014

6024 Snow Leopard Circle94757

(916) 443-4237

Siviq Scores

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

Liabilities / Assets

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

0.18x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

23rd percentile

-8.7%

Higher net margin than 23% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

48th percentile

2.1%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

60th percentile

6.5%

Faster revenue growth than 60% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$21,307

Up $448 (+2.1%) from 2012

Net Assets

$14,194

No earlier filing loaded for comparison.

Liabilities

Up

$7,113

Up $3,977 (+127%) from 2012

Revenue

Up

$40,564

Up $2,492 (+6.5%) from 2012

Expenses

Up

$44,093

Up $518 (+1.2%) from 2012

Net Income

Up

-$3,529

Up $1,974 (+36%) from 2012

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $26,693Liabilities 2010: $1,274Net Assets 2010: $25,4192010Assets 2011: $26,157Liabilities 2011: $2,931Net Assets 2011: $23,2262011Assets 2012: $20,859Liabilities 2012: $3,1362012Assets 2013: $21,307Liabilities 2013: $7,113Net Assets 2013: $14,1942013Assets 2014: $24,905Liabilities 2014: $3,355Net Assets 2014: $21,5502014Assets 2015: $34,179Liabilities 2015: $6,9782015Assets 2016: $32,448Liabilities 2016: $4,646Net Assets 2016: $27,8022016Assets 2017: $50,236Liabilities 2017: $3,950Net Assets 2017: $46,2862017Assets 2018: $54,359Liabilities 2018: $6,6052018Assets 2019: $60,640Liabilities 2019: $7,163Net Assets 2019: $53,4772019Assets 2020: $73,892Liabilities 2020: $7,163Net Assets 2020: $66,7292020Assets 2021: $70,420Liabilities 2021: $7,163Net Assets 2021: $63,2572021Assets 2022: $51,354Liabilities 2022: $7,163Net Assets 2022: $44,1912022Assets 2023: $34,307Liabilities 2023: $7,1632023Assets 2024: $23,275Liabilities 2024: $2,025Net Assets 2024: $21,2502024

Highlighted filing

2013

Assets$21,307
Liabilities$7,113
Net Assets$14,194

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $41,719Expenses 2010: $41,146Net Income 2010: $5732010Revenue 2011: $37,308Expenses 2011: $39,501Net Income 2011: -$2,1932011Revenue 2012: $38,072Expenses 2012: $43,575Net Income 2012: -$5,5032012Revenue 2013: $40,564Expenses 2013: $44,093Net Income 2013: -$3,5292013Revenue 2014: $48,903Expenses 2014: $41,547Net Income 2014: $7,3562014Revenue 2015: $50,135Expenses 2015: $44,484Net Income 2015: $5,6512015Revenue 2016: $54,877Expenses 2016: $54,276Net Income 2016: $6012016Revenue 2017: $65,182Expenses 2017: $46,698Net Income 2017: $18,4842017Revenue 2018: $55,561Expenses 2018: $54,093Net Income 2018: $1,4682018Revenue 2019: $58,709Expenses 2019: $52,986Net Income 2019: $5,7232019Revenue 2020: $57,263Expenses 2020: $44,011Net Income 2020: $13,2522020Revenue 2021: $35,197Expenses 2021: $38,669Net Income 2021: -$3,4722021Revenue 2022: $29,010Expenses 2022: $48,076Net Income 2022: -$19,0662022Revenue 2023: $44,254Expenses 2023: $61,301Net Income 2023: -$17,0472023Revenue 2024: $37,372Expenses 2024: $43,266Net Income 2024: -$5,8942024

Highlighted filing

2013

Revenue$40,564
Expenses$44,093
Net Income-$3,529
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 4, 2014
Return Version
2013v3.1
Gross Receipts
$52,634
Mission and Program Overview

Mission

To provide member education and advance the financial planning process through promotion of the cfp marks as the cornerstone of the financial planning profession.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION PROVIDED CERTIFIED FINANCIAL PLANNER PRACTITIONERS WITH CONTINUING EDUCATION AND GUIDANCE ON CURRENT ISSUES RELEVANT TO THE FINANCIAL PLANNING INDUSTRY.$10,303-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT DRAPERPresidentPT$0--
DEBBIE GROSEPast President-$0--
LORI ACKERMANPresident Elect-$0--
DANIEL ANDERSENTreasurer-$0--
AIMEE GAMEZDirector-$0--
LAUREN WILLIAMSDirector-$0--
MATTHEW PAGEDirector-$0--
JEFF MAASDirector-$0--
JIM JOHNSONDirector-$0--
CHASE ARMERDirector-$0--
JANICE DUNNDirector-$0--
Filing and Contact Details

Filer

EIN
94-3366058
Phone
9164434237

Signing Officer

Name
Daniel Andersen
Title
Treasurer
Signed
2014-06-04
Discuss with paid preparer
Yes

Preparer

Preparer
Mark K Sisto CPA
Phone
9166149009
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $324

Other Expenses.1

MONTHLY PROGRAMS $10303

Other Expenses.2

Credit card processing $3128

Other Expenses.3

Board related costs $2499

Other Expenses.4

Web site maintenance $2448

Other Expenses.5

NEWSLETTER COSTS $1125

Other Expenses.6

BANK CHARGES $217

Other Expenses.7

TELEPHONE $119

Other Expenses.8

MEMBER AWARDS $75

Other Expenses.9

TAX & LICENSE $55

Other Assets.1

OTHER ASSETS - Beginning $2000 OTHER ASSETS - Ending $2000

Total Liabilities.1

OTHER LIABILITY - Beginning $3136 OTHER LIABILITY - Ending $7113

Raw XML Appendix164 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HOLLY WILKERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09164434237
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine106024 SNOW LEOPARD CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/City0ELK GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094757
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018859
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019307
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine10HOLLY WILKERSON
IRS990EZ/CompensationOfHghstPdCntrctGrp/CompensationAmt023800
IRS990EZ/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0EXECUTIVE DIRECTOR
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine106024 SNOW LEOPARD CIRCLE
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/City0ELK GROVE
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/State0CA
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode094757
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3529
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023800
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020859
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021307
IRS990EZ/FundraisingGrossIncomeAmt09599
IRS990EZ/GrossReceiptsAmt052634
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019424
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014194
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014194
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT DRAPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBBIE GROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI ACKERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL ANDERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AIMEE GAMEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAUREN WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATTHEW PAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFF MAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JIM JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHASE ARMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JANICE DUNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt020293
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE MEMBER EDUCATION AND ADVANCE THE FINANCIAL PLANNING PROCESS THROUGH PROMOTION OF THE CFP MARKS AS THE CORNERSTONE OF THE FINANCIAL PLANNING PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt023590
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION PROVIDED CERTIFIED FINANCIAL PLANNER PRACTITIONERS WITH CONTINUING EDUCATION AND GUIDANCE ON CURRENT ISSUES RELEVANT TO THE FINANCIAL PLANNING INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010303
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt012070
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2471
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03136
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07113
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044093
IRS990EZ/TotalProgramServiceExpensesAmt010303
IRS990EZ/TotalRevenueAmt040564
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.FPANC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MONTHLY PROGRAMS $10303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD PROCESSING $3128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD RELATED COSTS $2499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WEB SITE MAINTENANCE $2448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEWSLETTER COSTS $1125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE $119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBER AWARDS $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAX & LICENSE $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER ASSETS - Beginning $2000 OTHER ASSETS - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OTHER LIABILITY - Beginning $3136 OTHER LIABILITY - Ending $7113
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL ANDERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE FINANCIAL PLANNING ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine20NORTHERN CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0943366058
ReturnHeader/Filer/PhoneNum09164434237
ReturnHeader/Filer/USAddress/AddressLine106024 SNOW LEOPARD CIRCLE
ReturnHeader/Filer/USAddress/City0ELK GROVE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GONZALES & SISTO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10855 UNIVERSITY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0958256724
ReturnHeader/PreparerPersonGrp/PhoneNum09166149009
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK K SISTO CPA
ReturnHeader/ReturnTs02014-06-04T09:19:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.3$2.03$21.3$37.4$43.3$5.89
2023Summary only. Only limited summary data is available for this year.$34.3$7.16$44.3$61.3$17.0
2022Detailed filing. Detailed filing data is available for this year.$51.4$7.16$44.2$29.0$48.1$19.1
2021Detailed filing. Detailed filing data is available for this year.$70.4$7.16$63.3$35.2$38.7$3.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.9$7.16$66.7$57.3$44.0$13.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.6$7.16$53.5$58.7$53.0$5.72
2018Summary only. Only limited summary data is available for this year.$54.4$6.61$55.6$54.1$1.47
2017Detailed filing. Detailed filing data is available for this year.$50.2$3.95$46.3$65.2$46.7$18.5
2016Detailed filing. Detailed filing data is available for this year.$32.4$4.65$27.8$54.9$54.3$0.60
2015Summary only. Only limited summary data is available for this year.$34.2$6.98$50.1$44.5$5.65
2014Detailed filing. Detailed filing data is available for this year.$24.9$3.36$21.6$48.9$41.5$7.36
2013Detailed filing. Detailed filing data is available for this year.$21.3$7.11$14.2$40.6$44.1$3.53
2012Summary only. Only limited summary data is available for this year.$20.9$3.14$38.1$43.6$5.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$2.93$23.2$37.3$39.5$2.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$1.27$25.4$41.7$41.1$0.57