Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 34,364 | 28,483 | 5,881 | 31.7 | — |
| 2012 | 65,251 | 59,557 | 5,694 | 16.3 | — |
| 2014 | 76,358 | 69,803 | 6,555 | 14.2 | — |
| 2015 | 80,231 | 70,588 | 9,643 | 15.7 | — |
| 2016 | 78,405 | 80,320 | −1,915 | 13.5 | — |
| 2017 | 76,108 | 80,062 | −3,954 | 12.7 | — |
| 2018 | 85,361 | 86,944 | −1,583 | 11.5 | — |
| 2019 | 82,398 | 85,270 | −2,872 | 11.3 | — |
| 2020 | 47,723 | 41,558 | 6,165 | 25.0 | — |
| 2021 | 57,501 | 44,657 | 12,844 | 26.7 | — |
| 2022 | 72,172 | 81,433 | −9,261 | 13.3 | — |
| 2023 | 79,647 | 81,143 | −1,496 | 13.1 | — |
In its most recent public year (2023), this organization spent $1,496 more than it brought in. Its reserves stood at about 13.1 months of spending, down from 31.7 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
Financial Planning Association's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works