Civic Intelligence

Financial Planning Association Los Angeles Chapter

990EZ • Fiscal year 2023 • EIN 95-4834545

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization ProfileWWW.FPALA.ORG
PO Box 4130Scottsdale, AZ 85261

(323) 510-4870

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

85th percentile

24%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

91st percentile

45%

Faster asset growth than 91% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

35%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$61,615

Flat from 2023

Net Assets

$61,615

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Flat

$79,135

Flat from 2023

Expenses

Flat

$59,875

Flat from 2023

Net Income

Flat

$19,260

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$80K$60K$40K$20K$0Assets 2011: $78,085Liabilities 2011: $02011Assets 2012: $71,928Liabilities 2012: $02012Assets 2013: $54,778Liabilities 2013: $02013Assets 2014: $44,542Liabilities 2014: $02014Assets 2015: $51,375Liabilities 2015: $02015Assets 2016: $76,029Liabilities 2016: $02016Assets 2017: $74,137Liabilities 2017: $02017Assets 2018: $47,639Liabilities 2018: $02018Assets 2019: $34,738Liabilities 2019: $02019Assets 2021: $20,857Net Assets 2021: $20,8572021Assets 2022: $42,355Net Assets 2022: $42,3552022Assets 2023: $61,615Net Assets 2023: $61,6152023Assets 2023: $61,615Liabilities 2023: $02023Assets 2024: $61,685Net Assets 2024: $61,6852024

Highlighted filing

2023

Assets$61,615
Liabilities-
Net Assets$61,615
Open 2023 Filing

Operations Trend

Revenue Growth80th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $131,085Expenses 2011: $126,908Net Income 2011: $4,1772011Revenue 2012: $83,042Expenses 2012: $89,199Net Income 2012: -$6,1572012Revenue 2013: $68,086Expenses 2013: $85,236Net Income 2013: -$17,1502013Revenue 2014: $68,816Expenses 2014: $79,052Net Income 2014: -$10,2362014Revenue 2015: $72,152Expenses 2015: $65,319Net Income 2015: $6,8332015Revenue 2016: $92,918Expenses 2016: $68,264Net Income 2016: $24,6542016Revenue 2017: $84,305Expenses 2017: $86,197Net Income 2017: -$1,8922017Revenue 2018: $62,232Expenses 2018: $88,730Net Income 2018: -$26,4982018Revenue 2019: $54,204Expenses 2019: $67,105Net Income 2019: -$12,9012019Revenue 2021: $11,660Expenses 2021: $8,765Net Income 2021: $2,8952021Revenue 2022: $58,524Expenses 2022: $37,026Net Income 2022: $21,4982022Revenue 2023: $79,135Expenses 2023: $59,875Net Income 2023: $19,2602023Revenue 2023: $79,135Expenses 2023: $59,875Net Income 2023: $19,2602023Revenue 2024: $58,668Expenses 2024: $58,598Net Income 2024: $702024

Highlighted filing

2023

Revenue$79,135
Expenses$59,875
Net Income$19,260
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$79,135
Mission and Program Overview

Mission

Education and knowledge expange of members. The organization promotes the value of the financial planning profession, to support personal and professional growth of our members, and to be a positive influence in our community through promoting financial literacy.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES MONTHLY EDUCATION AND NETWORKING EVENTS TO THE MEMBERS, BENEFITING APPROXIMATELY 400 FINANCIAL PLANNERS IN THE LOS ANGELES AREA.--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE RUGGChairman-$0--
DAVID TASSONEPresident-$0--
JON BACONTreasurer-$0--
MICHAEL JOHNSTONSecretary-$0--
CARL WALSHDirector-$0--
LA TANYA HARRISDirector-$0--
KATRINA SOELTERDirector-$0--
JONATHAN GRUBERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association
EIN
95-4834545
Phone
3235104870
Address
PO BOX 4130, SCOTTSDALE, AZ 85261

Signing Officer

Name
Jon Bacon
Title
Treasurer
Signed
2024-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Kevin Wong CPA
Address
301 E foothill blvd ste 202, arcadia, CA 91006
Preparer
Kevin Wong
Phone
6262474339
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $2054”

Other Expenses.1012

“Insurance $200”

Other Expenses.1

“PROGRAM EXPENSES $36212”

Other Expenses.2

“TAXES AND LICENSES $2042”

Other Expenses.3

“BANK CHARGES $1858”

Other Expenses.4

“BOARD EXPENSE $1335”

Other Expenses.5

“Continuing education $564”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $198 Prepaid Expenses and Deferred Charges - Ending $230”

Raw XML Appendix138 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/PersonNm0PREMIUM ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum03235104870
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4130
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085261
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042157
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061385
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019260
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042355
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061615
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt079135
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042355
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061615
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042355
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061615
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
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/PersonNm0JAMIE RUGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID TASSONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JON BACON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARL WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LA TANYA HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATRINA SOELTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JONATHAN GRUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0198
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0230
IRS990EZ/OtherExpensesTotalAmt044265
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND KNOWLEDGE EXPANGE OF MEMBERS. THE ORGANIZATION PROMOTES THE VALUE OF THE FINANCIAL PLANNING PROFESSION, TO SUPPORT PERSONAL AND PROFESSIONAL GROWTH OF OUR MEMBERS, AND TO BE A POSITIVE INFLUENCE IN OUR COMMUNITY THROUGH PROMOTING FINANCIAL LITERACY.
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramServiceRevenueAmt079135
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES MONTHLY EDUCATION AND NETWORKING EVENTS TO THE MEMBERS, BENEFITING APPROXIMATELY 400 FINANCIAL PLANNERS IN THE LOS ANGELES AREA.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059875
IRS990EZ/TotalRevenueAmt079135
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPALA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $2054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES $36212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES AND LICENSES $2042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $1858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD EXPENSE $1335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTINUING EDUCATION $564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Prepaid Expenses and Deferred Charges - Beginning $198 Prepaid Expenses and Deferred Charges - Ending $230
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1011
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON BACON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOS ANGELES CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0954834545
ReturnHeader/Filer/PhoneNum03235104870
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4130
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085261
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473812099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kevin Wong CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 E foothill blvd ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0arcadia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06262474339
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Wong
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-04T09:39:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,615
Liabilities
-
Net assets
$61,615
Revenue
$79,135
Expenses
$59,875
Net income
$19,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.62$0.59$0.59$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.79$0.60$0.19
2023Summary only. Only limited summary data is available for this year.$0.62$0.00$0.79$0.60$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.42$0.59$0.37$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.21$0.12$0.09$0.03
2019Summary only. Only limited summary data is available for this year.$0.35$0.00$0.54$0.67$0.13
2018Summary only. Only limited summary data is available for this year.$0.48$0.00$0.62$0.89$0.26
2017Summary only. Only limited summary data is available for this year.$0.74$0.00$0.84$0.86$0.02
2016Summary only. Only limited summary data is available for this year.$0.76$0.00$0.93$0.68$0.25
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.72$0.65$0.07
2014Summary only. Only limited summary data is available for this year.$0.45$0.00$0.69$0.79$0.10
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.68$0.85$0.17
2012Summary only. Only limited summary data is available for this year.$0.72$0.00$0.83$0.89$0.06
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$1.31$1.27$0.04