Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 101,110 | 92,298 | 8,812 | 11.0 | — |
| 2012 | 95,579 | 96,720 | −1,141 | 10.4 | — |
| 2013 | 99,194 | 104,455 | −5,261 | 9.0 | — |
| 2014 | 94,233 | 103,449 | −9,216 | 7.5 | — |
| 2015 | 102,690 | 95,294 | 7,396 | 9.1 | — |
| 2016 | 96,657 | 97,722 | −1,065 | 8.8 | — |
| 2017 | 54,046 | 59,178 | −5,132 | 13.4 | — |
| 2018 | 76,742 | 83,531 | −6,789 | 8.5 | — |
| 2019 | 81,053 | 98,507 | −17,454 | 5.1 | — |
| 2020 | 53,969 | 45,004 | 8,965 | 13.6 | — |
| 2021 | 52,825 | 38,362 | 14,463 | 20.5 | — |
| 2022 | 79,733 | 92,890 | −13,157 | 6.8 | — |
| 2023 | 86,045 | 94,179 | −8,134 | 5.6 | — |
In its most recent public year (2023), this organization spent $8,134 more than it brought in. Its reserves stood at about 5.6 months of spending, down from 11 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
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