Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 244,634 | 235,117 | 9,517 | 12.5 | 33% |
| 2012 | 299,901 | 301,160 | −1,259 | 9.7 | 28% |
| 2013 | 310,794 | 309,478 | 1,316 | 9.5 | 28% |
| 2014 | 335,679 | 330,042 | 5,637 | 9.1 | 27% |
| 2015 | 351,064 | 353,178 | −2,114 | 8.4 | 27% |
| 2016 | 309,376 | 321,063 | −11,687 | 8.8 | 31% |
| 2017 | 311,635 | 323,094 | −11,459 | 8.4 | 39% |
| 2018 | 312,879 | 307,825 | 5,054 | 9.0 | 42% |
| 2019 | 331,727 | 341,938 | −10,211 | 7.7 | 39% |
| 2020 | 270,981 | 254,610 | 16,371 | 11.1 | 50% |
| 2021 | 225,155 | 221,300 | 3,855 | 13.0 | 63% |
| 2022 | 254,031 | 287,564 | −33,533 | 10.4 | 3% |
| 2023 | 214,493 | 285,625 | −71,132 | 5.4 | 0% |
In its most recent public year (2023), this organization spent $71,132 more than it brought in. Its reserves stood at about 5.4 months of spending, down from 12.5 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 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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