Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 459,504 | 412,468 | 47,036 | 7.9 | 0% |
| 2012 | 502,834 | 474,367 | 28,467 | 7.6 | 0% |
| 2013 | 546,175 | 518,010 | 28,165 | 7.6 | 0% |
| 2014 | 585,733 | 579,295 | 6,438 | 6.9 | 0% |
| 2015 | 617,651 | 594,632 | 23,019 | 7.2 | 0% |
| 2016 | 646,923 | 616,729 | 30,194 | 7.6 | 0% |
| 2017 | 677,006 | 642,835 | 34,171 | 7.9 | 0% |
| 2018 | 697,697 | 645,189 | 52,508 | 8.8 | 0% |
| 2019 | 418,175 | 478,753 | −60,578 | 11.3 | 21% |
| 2020 | 471,456 | 483,825 | −12,369 | 11.5 | 20% |
| 2021 | 320,182 | 340,868 | −20,686 | 15.6 | 0% |
| 2022 | 228,916 | 339,084 | −110,168 | 9.6 | 0% |
| 2023 | 507,218 | 526,237 | −19,019 | 6.0 | 0% |
In its most recent public year (2023), this organization spent $19,019 more than it brought in. Its reserves stood at about 6 months of spending, down from 7.9 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
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