Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 124,934 | 144,712 | −19,778 | 6.9 | — |
| 2012 | 148,895 | 144,809 | 4,086 | 7.2 | — |
| 2013 | 155,886 | 145,856 | 10,030 | 8.0 | — |
| 2014 | 158,699 | 162,601 | −3,902 | 6.9 | — |
| 2015 | 166,232 | 167,930 | −1,698 | 6.5 | — |
| 2016 | 147,811 | 158,389 | −10,578 | 6.1 | — |
| 2017 | 185,902 | 177,737 | 8,165 | 6.0 | — |
| 2018 | 195,418 | 179,606 | 15,812 | 7.0 | — |
| 2019 | 208,966 | 199,079 | 9,887 | 6.9 | 19% |
| 2020 | 171,655 | 106,789 | 64,866 | 20.2 | — |
| 2022 | 186,152 | 225,275 | −39,123 | 9.6 | — |
| 2023 | 209,249 | 233,825 | −24,576 | 8.0 | 0% |
In its most recent public year (2023), this organization spent $24,576 more than it brought in. Its reserves stood at about 8 months of spending, up from 6.9 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
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