Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 100,328 | 93,115 | 7,213 | 5.7 | 0% |
| 2011 | 96,808 | 65,775 | 31,033 | 13.7 | 0% |
| 2012 | 82,072 | 91,705 | −9,633 | 8.6 | — |
| 2013 | 77,110 | 97,649 | −20,539 | 5.5 | — |
| 2014 | 99,059 | 112,026 | −12,967 | 3.4 | — |
| 2015 | 102,907 | 110,533 | −7,626 | 2.6 | — |
| 2016 | 71,934 | 76,781 | −4,847 | 3.0 | — |
| 2018 | 101,725 | 70,402 | 31,323 | 11.9 | — |
| 2019 | 105,126 | 135,334 | −30,208 | 3.5 | — |
| 2020 | 57,099 | 59,292 | −2,193 | 7.6 | — |
| 2021 | 79,222 | 46,491 | 32,731 | 18.1 | — |
| 2022 | 56,798 | 60,867 | −4,069 | 13.0 | — |
In its most recent public year (2022), this organization spent $4,069 more than it brought in. Its reserves stood at about 13 months of spending, up from 5.7 in 2010.
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