Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 84,418 | 75,464 | 8,954 | 9.3 | — |
| 2012 | 108,415 | 111,607 | −3,192 | 6.0 | — |
| 2013 | 74,520 | 80,180 | −5,660 | 7.5 | — |
| 2014 | 106,219 | 106,390 | −171 | 5.6 | — |
| 2015 | 90,519 | 90,733 | −214 | 6.5 | — |
| 2016 | 121,153 | 107,206 | 13,947 | 7.1 | — |
| 2017 | 94,519 | 95,972 | −1,453 | 7.7 | — |
| 2018 | 123,152 | 111,834 | 11,318 | 7.9 | — |
| 2019 | 90,341 | 88,411 | 1,930 | 10.2 | — |
| 2020 | 69,885 | 73,491 | −3,606 | 11.7 | — |
| 2021 | 87,875 | 69,150 | 18,725 | 15.7 | — |
| 2022 | 101,890 | 74,265 | 27,625 | 19.1 | — |
| 2023 | 134,820 | 100,053 | 34,767 | 18.3 | — |
In its most recent public year (2023), this organization brought in $34,767 more than it spent. Its reserves stood at about 18.3 months of spending, up from 9.3 in 2011.
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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