Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 93,612 | 87,805 | 5,807 | 9.1 | — |
| 2012 | 93,612 | 87,805 | 5,807 | 9.1 | — |
| 2013 | 106,970 | 97,155 | 9,815 | 9.1 | — |
| 2014 | 86,564 | 99,079 | −12,515 | 7.4 | — |
| 2015 | 95,386 | 106,465 | −11,079 | 5.6 | — |
| 2016 | 103,659 | 106,417 | −2,758 | 6.5 | — |
| 2017 | 110,227 | 102,972 | 7,255 | 7.5 | — |
| 2018 | 122,193 | 113,341 | 8,852 | 7.8 | — |
| 2019 | 124,071 | 105,287 | 18,784 | 10.5 | — |
| 2020 | 86,552 | 70,162 | 16,390 | 17.1 | — |
| 2021 | 91,216 | 88,294 | 2,922 | 13.9 | — |
| 2022 | 117,851 | 123,854 | −6,003 | 9.4 | — |
| 2023 | 110,512 | 137,524 | −27,012 | 6.1 | — |
In its most recent public year (2023), this organization spent $27,012 more than it brought in. Its reserves stood at about 6.1 months of spending, down from 9.1 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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