Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 62,309 | 65,672 | −3,363 | 10.9 | — |
| 2012 | 56,053 | 56,623 | −570 | 12.5 | — |
| 2013 | 58,682 | 63,058 | −4,376 | 10.4 | — |
| 2014 | 62,999 | 69,933 | −6,934 | 8.2 | — |
| 2015 | 70,996 | 76,287 | −5,291 | 6.7 | — |
| 2016 | 78,502 | 76,755 | 1,747 | 6.9 | — |
| 2017 | 71,231 | 78,114 | −6,883 | 5.7 | — |
| 2018 | 67,486 | 71,148 | −3,662 | 5.7 | — |
| 2019 | 62,443 | 70,241 | −7,798 | 4.4 | — |
| 2020 | 42,011 | 28,968 | 13,043 | 16.1 | — |
| 2021 | 47,160 | 33,975 | 13,185 | 18.4 | — |
| 2022 | 48,538 | 51,806 | −3,268 | 11.3 | — |
| 2023 | 55,767 | 57,007 | −1,240 | 10.0 | — |
In its most recent public year (2023), this organization spent $1,240 more than it brought in. Its reserves stood at about 10 months of spending.
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
Financial Planning Association's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works