Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 277,301 | 258,289 | 19,012 | 7.0 | 0% |
| 2011 | 234,410 | 246,035 | −11,625 | 6.7 | 0% |
| 2012 | 239,101 | 220,416 | 18,685 | 8.5 | 0% |
| 2013 | 205,375 | 241,699 | −36,324 | 6.0 | 0% |
| 2014 | 319,294 | 272,557 | 46,737 | 7.4 | 0% |
| 2015 | 259,939 | 282,745 | −22,806 | 6.1 | 0% |
| 2016 | 260,736 | 279,659 | −18,923 | 5.4 | 0% |
| 2017 | 242,890 | 265,228 | −22,338 | 4.6 | 0% |
| 2018 | 158,806 | 203,845 | −45,039 | 3.4 | 0% |
| 2019 | 160,352 | 180,896 | −20,544 | 2.4 | 0% |
| 2020 | 109,979 | 116,879 | −6,900 | 2.9 | 0% |
| 2021 | 123,156 | 112,502 | 10,654 | 4.2 | 0% |
| 2022 | 137,742 | 138,657 | −915 | 3.3 | 0% |
| 2023 | 121,288 | 128,058 | −6,770 | 2.9 | 0% |
In its most recent public year (2023), this organization spent $6,770 more than it brought in. Its reserves stood at about 2.9 months of spending, down from 7 in 2010. Staff pay was 0% of spending. $923 of its net assets are donor-restricted.
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
Financial Planning Association'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