Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 170,907 | 199,234 | −28,327 | 4.5 | — |
| 2012 | 156,492 | 173,539 | −17,047 | 4.0 | — |
| 2013 | 145,671 | 151,638 | −5,967 | 4.1 | — |
| 2014 | 155,697 | 153,083 | 2,614 | 4.3 | — |
| 2015 | 135,994 | 149,875 | −13,881 | 3.2 | — |
| 2016 | 167,297 | 145,531 | 21,766 | 5.1 | — |
| 2017 | 164,003 | 162,577 | 1,426 | 4.7 | — |
| 2018 | 142,587 | 126,354 | 16,233 | 7.6 | — |
| 2020 | 57,036 | 84,104 | −27,068 | 7.2 | — |
| 2021 | 91,442 | 55,352 | 36,090 | 18.8 | — |
| 2022 | 76,176 | 90,530 | −14,354 | 9.6 | — |
| 2023 | 74,123 | 81,784 | −7,661 | 9.5 | — |
In its most recent public year (2023), this organization spent $7,661 more than it brought in. Its reserves stood at about 9.5 months of spending, up from 4.5 in 2011.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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