Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 120,669 | 125,529 | −4,860 | 4.2 | 38% |
| 2012 | 111,192 | 120,526 | −9,334 | 3.4 | 39% |
| 2013 | 141,082 | 127,409 | 13,673 | 4.5 | 38% |
| 2014 | 134,877 | 122,681 | 12,196 | 5.9 | 39% |
| 2015 | 134,417 | 128,165 | 6,252 | 6.2 | 38% |
| 2016 | 160,136 | 146,390 | 13,746 | 6.6 | 34% |
| 2017 | 141,435 | 139,942 | 1,493 | 7.0 | 36% |
| 2018 | 148,911 | 147,225 | 1,686 | 6.8 | 34% |
| 2019 | 131,686 | 147,790 | −16,104 | 5.4 | 36% |
| 2020 | 103,380 | 95,630 | 7,750 | 9.4 | 58% |
| 2021 | 89,851 | 90,145 | −294 | 9.9 | 61% |
| 2022 | 116,496 | 150,352 | −33,856 | 3.3 | 37% |
| 2023 | 135,993 | 149,493 | −13,500 | 2.2 | 41% |
In its most recent public year (2023), this organization spent $13,500 more than it brought in. Its reserves stood at about 2.2 months of spending, down from 4.2 in 2011. Staff pay was 41% 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
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