Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 44,780 | 55,114 | −10,334 | 7.3 | — |
| 2012 | 55,397 | 57,102 | −1,705 | 6.7 | — |
| 2013 | 52,976 | 51,969 | 1,007 | 7.5 | — |
| 2014 | 61,715 | 59,060 | 2,655 | 7.2 | — |
| 2015 | 66,946 | 58,805 | 8,141 | 8.9 | — |
| 2016 | 60,142 | 67,709 | −7,567 | 6.3 | — |
| 2017 | 60,716 | 62,938 | −2,222 | 6.4 | — |
| 2018 | 64,576 | 66,153 | −1,577 | 5.8 | — |
| 2019 | 71,921 | 68,952 | 2,969 | 6.1 | — |
| 2020 | 61,975 | 45,881 | 16,094 | 13.6 | — |
| 2021 | 70,658 | 60,393 | 10,265 | 12.4 | — |
| 2022 | 60,877 | 69,932 | −9,055 | 9.1 | — |
| 2023 | 70,151 | 70,906 | −755 | 8.9 | — |
In its most recent public year (2023), this organization spent $755 more than it brought in. Its reserves stood at about 8.9 months of spending, up from 7.3 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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