Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 46,796 | 44,820 | 1,976 | 7.3 | — |
| 2012 | 35,130 | 38,817 | −3,687 | 7.3 | — |
| 2013 | 34,246 | 39,668 | −5,422 | 5.5 | — |
| 2014 | 38,125 | 32,445 | 5,680 | 8.8 | — |
| 2015 | 29,615 | 33,751 | −4,136 | 7.0 | — |
| 2016 | 36,751 | 36,395 | 356 | 6.6 | — |
| 2017 | 32,783 | 30,979 | 1,804 | 8.5 | — |
| 2018 | 40,983 | 43,163 | −2,180 | 5.5 | — |
| 2019 | 35,997 | 35,541 | 456 | 6.8 | — |
| 2020 | 22,165 | 18,240 | 3,925 | 15.9 | — |
| 2021 | 20,986 | 17,593 | 3,393 | 18.8 | — |
| 2022 | 19,853 | 21,708 | −1,855 | 14.2 | — |
| 2023 | 19,693 | 21,714 | −2,021 | 13.1 | — |
In its most recent public year (2023), this organization spent $2,021 more than it brought in. Its reserves stood at about 13.1 months of spending, up from 7.3 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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