The Financial Planning Association of Georgia Inc
Nonprofit profile at a glance
- EIN
- 582550170
- IRS 990-EZ coverage
- 2013–2024
- Forms available
- Form 990-EZ 2024
- Location
- Marietta, GA, USA
- Phone
- 7705168322
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $131,741
- Expenses
- $115,564
- Assets
- $120,519
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- Lizeth Damaso Kishel (President)
People named in this filing
- LaToya Maddox (Director)
- Wayne Conway Ewan (Director)
- James George Malatos (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Professional organization for those involved in the financial planning industry.
What it reported doing in 2024
During 2024, chapter meetings were held for the membership with featured speakers on topics relevant to the financial planning profession. In addition, a Regional Conference was held with approximately 110 attending.
Operating model
- Revenue model
- Earned-program. 68% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 82
- Sustainability: 63
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 76.5%; rating input score 76
- Program expense ratio: 86.5%; rating input score 86
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 12.3%; rating input score 62; 62nd percentile among comparable filings
- Total-asset coverage ratio: 1.04; rating input score 61; 61st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 5.9% per year; rating input score 100; 50th percentile among comparable filings
- Revenue growth: -0.7% per year; rating input score 0; 18th percentile among comparable filings
- Asset growth: 8.4% per year; rating input score 100; 56th percentile among comparable filings
Details
- Where the money goes: 76.5% of revenue deployed · 86.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $100K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 11 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.