Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 122,501 | 124,456 | −1,955 | 16.8 | — |
| 2012 | 184,004 | 151,100 | 32,904 | 16.4 | — |
| 2013 | 136,171 | 162,486 | −26,315 | 13.3 | — |
| 2014 | 214,883 | 261,383 | −46,500 | 6.2 | 0% |
| 2015 | 236,572 | 264,050 | −27,478 | 4.8 | 0% |
| 2016 | 203,146 | 226,359 | −23,213 | 4.4 | 0% |
| 2017 | 204,529 | 195,581 | 8,948 | 5.7 | 0% |
| 2018 | 242,506 | 217,775 | 24,731 | 6.4 | 0% |
| 2019 | 222,160 | 217,000 | 5,160 | 6.8 | 0% |
| 2020 | 177,423 | 166,459 | 10,964 | 9.6 | 0% |
| 2021 | 175,080 | 200,564 | −25,484 | 6.4 | 0% |
| 2022 | 183,510 | 187,706 | −4,196 | 10.2 | 0% |
In its most recent public year (2022), this organization spent $4,196 more than it brought in. Its reserves stood at about 10.2 months of spending, down from 16.8 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 2022. 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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