Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 75,788 | 71,620 | 4,168 | 13.5 | — |
| 2012 | 85,634 | 83,702 | 1,932 | 12.0 | — |
| 2013 | 85,795 | 89,901 | −4,106 | 10.6 | — |
| 2014 | 84,569 | 85,616 | −1,047 | 11.0 | — |
| 2015 | 93,650 | 67,220 | 26,430 | 18.8 | — |
| 2016 | 96,279 | 123,192 | −26,913 | 7.6 | — |
| 2017 | 99,143 | 76,700 | 22,443 | 15.7 | — |
| 2018 | 130,807 | 137,050 | −6,243 | 8.3 | — |
| 2019 | 150,639 | 125,279 | 25,360 | 11.6 | — |
| 2020 | 96,749 | 71,592 | 25,157 | 24.5 | — |
| 2021 | 59,875 | 50,303 | 9,572 | 35.6 | — |
| 2022 | 63,197 | 84,037 | −20,840 | 17.9 | — |
| 2023 | 83,971 | 113,561 | −29,590 | 10.1 | — |
In its most recent public year (2023), this organization spent $29,590 more than it brought in. Its reserves stood at about 10.1 months of spending, down from 13.5 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