Finacial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 139,507 | 138,096 | 1,411 | 4.7 | — |
| 2012 | 127,350 | 110,074 | 17,276 | 7.8 | — |
| 2013 | 136,941 | 172,826 | −35,885 | 2.5 | — |
| 2014 | 120,375 | 114,005 | 6,370 | 4.5 | — |
| 2015 | 141,153 | 141,211 | −58 | 3.6 | — |
| 2016 | 132,279 | 135,414 | −3,135 | 3.5 | — |
| 2017 | 111,403 | 109,656 | 1,747 | 4.5 | — |
| 2018 | 97,682 | 91,137 | 6,545 | 6.2 | — |
| 2019 | 86,915 | 107,228 | −20,313 | 3.0 | — |
| 2020 | 87,838 | 71,120 | 16,718 | 7.4 | — |
| 2021 | 103,781 | 76,867 | 26,914 | 11.0 | — |
| 2022 | 122,450 | 114,721 | 7,729 | 8.2 | — |
| 2023 | 156,731 | 143,719 | 13,012 | 7.6 | — |
In its most recent public year (2023), this organization brought in $13,012 more than it spent. Its reserves stood at about 7.6 months of spending, up from 4.7 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
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