Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 187,717 | 188,692 | −975 | 14.3 | 0% |
| 2011 | 171,330 | 186,289 | −14,959 | 13.6 | 0% |
| 2012 | 160,474 | 220,028 | −59,554 | 8.2 | 0% |
| 2013 | 163,651 | 178,186 | −14,535 | 9.2 | 0% |
| 2014 | 191,174 | 146,778 | 44,396 | 14.8 | 0% |
| 2015 | 160,244 | 173,793 | −13,549 | 11.5 | 0% |
| 2016 | 152,208 | 144,428 | 7,780 | 14.5 | 0% |
| 2017 | 117,863 | 138,036 | −20,173 | 13.5 | 0% |
| 2018 | 151,708 | 151,328 | 380 | 12.3 | 0% |
| 2019 | 133,944 | 147,971 | −14,027 | 11.4 | 0% |
| 2020 | 70,920 | 64,890 | 6,030 | 27.2 | 0% |
| 2021 | 83,103 | 74,146 | 8,957 | 25.3 | 0% |
| 2022 | 118,517 | 137,775 | −19,258 | 11.9 | 0% |
In its most recent public year (2022), this organization spent $19,258 more than it brought in. Its reserves stood at about 11.9 months of spending, down from 14.3 in 2010. Staff pay was 0% 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 2022. 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 2022. 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