FINANCIAL PLANNING ASSOCIATION OF CENTRAL FLORIDA INC (EIN 593629672) - 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

2000

Legal Domicile

Principal Officer

SYLVIA PRESLEY

Phone

4078149905

Tax Period

2022-01-01 to 2022-12-31

FINANCIAL PLANNING ASSOCIATION OF CENTRAL FLORIDA INC, founded in 2000, is a micro nonprofit that reported $86K in total revenue in fiscal year 2022. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $80K left a modest 7% surplus.

Mission

PROVIDE LEARNING OPPORTUNITIES IN AREAS OF FINANCIAL EDUCATION TO MEMBERSHIP SO THAT THE MEMBERS MAY PROVIDE GREATER SERVICES TO THEIR CLIENTS, STUDENTS OF FINANCIAL PLANNING AND THE PUBLIC AT LARGE.

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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 $14,426

Program Service Revenue $71,637

Investment Income $0

Other Revenue $0

TOTAL REVENUE $86,063

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $40,567

Fundraising Expenses $0

Program Expenses $31,576

Other Expenses $38,638

TOTAL EXPENSES $80,205

Year-over-Year Comparison

	2022	2021	Change
Revenue	$86,063	$118,557	-0.3%
Expenses	$80,205	$79,879	+0.0%
Net Income	$5,858	$38,678	-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

Volunteers

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
JOHN WEST III	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DENNIS NOLTE	PRESIDENT EL	N/A	Officer Director	$0	$0	$0
SYLVIA PRESLEY	TREASURER	N/A	Officer Director	$0	$0	$0
MIKE SALMON	PRESIDENT	N/A	Officer Director	$0	$0	$0
CHRISTOPHER TOADVINE	SECRETARY	N/A	Officer 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
2022	$86,063	$80,205	$96,176	$5,858
2021	$118,557	$79,879	$89,503	$38,678
2020	$45,952	$81,395	$50,947	$-35,443
2019	$99,534	$105,599	$87,178	$-6,065
2018	$109,678	$98,993	$93,706	$10,685

FINANCIAL PLANNING ASSOCIATION OF CENTRAL FLORIDA INC