Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 208,486 | 224,724 | −16,238 | 8.1 | 0% |
| 2012 | 211,551 | 211,630 | −79 | 8.6 | 0% |
| 2013 | 217,474 | 200,576 | 16,898 | 10.1 | 0% |
| 2014 | 197,216 | 213,603 | −16,387 | 8.6 | 0% |
| 2015 | 237,938 | 255,170 | −17,232 | 6.4 | 0% |
| 2016 | 232,814 | 263,043 | −30,229 | 4.8 | 0% |
| 2017 | 238,171 | 252,351 | −14,180 | 4.3 | 0% |
| 2018 | 236,108 | 210,681 | 25,427 | 6.6 | 0% |
| 2019 | 232,399 | 220,672 | 11,727 | 7.0 | 0% |
| 2020 | 189,630 | 119,534 | 70,096 | 19.9 | 0% |
| 2021 | 146,158 | 158,293 | −12,135 | 14.1 | 0% |
| 2022 | 171,318 | 184,988 | −13,670 | 11.2 | 0% |
| 2023 | 141,857 | 193,716 | −51,859 | 7.5 | 42% |
In its most recent public year (2023), this organization spent $51,859 more than it brought in. Its reserves stood at about 7.5 months of spending. Staff pay was 42% 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
A new entry when its next filing is released. No account, no email; works in any feed reader, Slack, or automation tool. How following works