FINANCIAL PLANNING ASSOC PHILA TRI-STATE AREA (EIN 233080361) - 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

1983

Principal Officer

TIMOTHY HEWITT

Phone

7035477436

Tax Period

2023-01-01 to 2023-12-31

FINANCIAL PLANNING ASSOC PHILA TRI-STATE AREA, founded in 1983, is a small nonprofit in the Community Improvement sector that reported $149K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE EDUCATIONAL AND SUPPORT SERVICES TO ITS MEMBERS AND TO PROMOTE PUBLIC AWARENESS OF THE FINANCIAL PLANNING PROFESSION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $66,623

Investment Income $7,625

Other Revenue $74,550

TOTAL REVENUE $148,798

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,946

Other Expenses $146,878

TOTAL EXPENSES $146,878

Year-over-Year Comparison

	2023	2022	Change
Revenue	$148,798	$118,517	+0.3%
Expenses	$146,878	$137,775	+0.1%
Net Income	$1,920	$-19,258	-1.1%

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

N/A

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
CYNTHIA ROSEN AXELROD CFA	CAREER DEVEL	N/A	Director	$0	$0	$0
DAVID EMERY CFP CDFA MBA	ADVOCACY	N/A	Director	$0	$0	$0
BRYAN DALESANDRO	PRESIDENT	N/A	Officer Director	$0	$0	$0
BRANDON J ABE CFP	SECRETARY	N/A	Officer Director	$0	$0	$0
MICHAEL HARTNETT	EDUCATION/ST	N/A	Director	$0	$0	$0
HALEY ROSA	MARKETING	N/A	Director	$0	$0	$0
TIMOTHY HEWITT	SPONSORSHIP	N/A	Officer Director	$0	$0	$0
SCOTT PULSIFER	TREASURER/PR	N/A	Officer Director	$0	$0	$0
TAYLOR VENANZI	NEXGEN	N/A	Director	$0	$0	$0
JESSICA GOEDTEL	AT-LARGE	N/A	Director	$0	$0	$0
DANIEL B BRADY CFP MBA	CHAIRMAN	N/A	Officer Director	$0	$0	$0
ALEXIS SONDER	PROFESSIONAL	N/A	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	$148,798	$146,878	$138,722	$1,920
2022	$118,517	$137,775	$136,802	$-19,258
2021	$83,103	$74,146	$156,060	$8,957
2020	$70,920	$64,890	$147,103	$6,030
2019	$133,944	$147,971	$141,073	$-14,027
2018	$151,708	$151,328	$155,100	$380

FINANCIAL PLANNING ASSOC PHILA TRI-STATE AREA