Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 51,323 | 64,282 | −12,959 | 6.4 | — |
| 2021 | 70,938 | 86,949 | −16,011 | 10.3 | — |
| 2022 | 133,990 | 135,272 | −1,282 | 6.5 | — |
| 2023 | 129,683 | 154,804 | −25,121 | 3.7 | — |
In its most recent public year (2023), this organization spent $25,121 more than it brought in. Its reserves stood at about 3.7 months of spending, down from 6.4 in 2020.
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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