California Planners Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 90,287 | 59,666 | 30,621 | 37.8 | — |
| 2012 | 57,393 | 60,148 | −2,755 | 38.4 | — |
| 2013 | 53,993 | 55,738 | −1,745 | 45.4 | — |
| 2014 | 86,847 | 58,662 | 28,185 | 50.1 | — |
| 2015 | 76,112 | 56,179 | 19,933 | 53.4 | — |
| 2016 | 119,657 | 52,372 | 67,285 | 75.1 | — |
| 2017 | 93,025 | 57,928 | 35,097 | 80.2 | — |
| 2018 | 118,338 | 59,429 | 58,909 | 84.4 | — |
| 2019 | 90,857 | 61,964 | 28,893 | 96.1 | — |
| 2020 | 112,708 | 70,922 | 41,786 | 94.7 | 0% |
| 2021 | 280,558 | 73,735 | 206,823 | 107.2 | 0% |
| 2022 | 160,509 | 87,886 | 72,623 | 87.8 | 0% |
| 2023 | 77,003 | 98,406 | −21,403 | 90.1 | 0% |
In its most recent public year (2023), this organization spent $21,403 more than it brought in. Its reserves stood at about 90.1 months of spending, up from 37.8 in 2011. 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 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
California Planners Foundation'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