Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 40,977 | 26,362 | 14,615 | 12.9 | — |
| 2021 | 46,321 | 35,014 | 11,307 | 13.6 | — |
| 2022 | 22,141 | 28,332 | −6,191 | 14.2 | — |
| 2023 | 26,137 | 26,820 | −683 | 14.7 | — |
In its most recent public year (2023), this organization spent $683 more than it brought in. Its reserves stood at about 14.7 months of spending, up from 12.9 in 2020.
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