FINANCIAL PLANNING ASSOCIATION OF NEW EN (EIN 042892459) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

SAM GOUGH

Phone

8668040484

Tax Period

2022-01-01 to 2022-12-31

FINANCIAL PLANNING ASSOCIATION OF NEW EN, founded in 1985, is a small nonprofit in the Community Improvement sector that reported $184K in total revenue in fiscal year 2022.

Mission

PROVIDE EDUCATION AND INFORMATION FOR FINANCIAL ADVISORS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $259

Program Service Revenue $183,251

Investment Income $0

Other Revenue $0

TOTAL REVENUE $183,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $187,706

TOTAL EXPENSES $187,706

Year-over-Year Comparison

	2022	2021	Change
Revenue	$183,510	$175,080	+0.0%
Expenses	$187,706	$200,564	-0.1%
Net Income	$-4,196	$-25,484	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
INNA RIVILIS	CHAIR	5.00	Officer Director	$0	$0	$0
SHAUN ERICKSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
KEVIN WILLIAMS	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
SAM GOUGH	TREASURER	5.00	Officer Director	$0	$0	$0
MARYBETH BREED	DIRECTOR	5.00	Director	$0	$0	$0
KAREN VAN VOORHIS	DIRECTOR	5.00	Director	$0	$0	$0
BRENDAN MALOY	DIRECTOR	5.00	Director	$0	$0	$0
ANDREW CIPRO	DIRECTOR	5.00	Director	$0	$0	$0
KAYLA HOLLAND	DIRECTOR	5.00	Director	$0	$0	$0
ABE RINGER	DIRECTOR	5.00	Director	$0	$0	$0
VAN LIAO	DIRECTOR	5.00	Director	$0	$0	$0
BEN FLOOD	DIRECTOR	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	$183,510	$187,706	$159,809	$-4,196
2021	$175,080	$200,564	$107,617	$-25,484
2020	$177,423	$166,459	$133,101	$10,964
2019	$222,160	$217,000	$122,137	$5,160
2018	$242,506	$217,775	$116,977	$24,731

FINANCIAL PLANNING ASSOCIATION OF NEW EN