Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 74,181 | 65,241 | 8,940 | 8.3 | — |
| 2012 | 90,724 | 73,673 | 17,051 | 10.1 | — |
| 2013 | 73,157 | 63,649 | 9,508 | 12.3 | — |
| 2015 | 68,236 | 78,484 | −10,248 | 8.4 | — |
| 2016 | 80,148 | 84,378 | −4,230 | 9.0 | — |
| 2017 | 70,963 | 69,333 | 1,630 | 11.0 | — |
| 2018 | 49,737 | 66,430 | −16,693 | 8.5 | — |
| 2019 | 68,087 | 51,516 | 16,571 | 14.8 | — |
| 2020 | 55,231 | 40,817 | 14,414 | 22.9 | — |
| 2021 | 39,723 | 42,744 | −3,021 | 21.0 | — |
| 2022 | 40,335 | 48,672 | −8,337 | 16.4 | — |
| 2023 | 60,865 | 73,829 | −12,964 | 8.7 | — |
In its most recent public year (2023), this organization spent $12,964 more than it brought in. Its reserves stood at about 8.7 months 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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