Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 100,995 | 129,706 | −28,711 | 0.7 | 5% |
| 2012 | 108,764 | 96,780 | 11,984 | 2.5 | 5% |
| 2013 | 118,780 | 96,105 | 22,675 | 5.3 | 6% |
| 2014 | 90,845 | 94,990 | −4,145 | 4.9 | 6% |
| 2015 | 74,899 | 84,727 | −9,828 | 4.1 | 7% |
| 2016 | 78,295 | 74,036 | 4,259 | 5.3 | 9% |
| 2017 | 76,759 | 65,584 | 11,175 | 8.1 | 10% |
| 2018 | 79,655 | 49,475 | 30,180 | 18.0 | 9% |
| 2019 | 66,126 | 93,525 | −27,399 | 6.0 | 6% |
| 2020 | 54,787 | 31,774 | 23,013 | 26.4 | 17% |
| 2021 | 37,755 | 42,237 | −4,482 | 18.6 | 21% |
| 2022 | 50,420 | 68,703 | −18,283 | 8.2 | 11% |
| 2023 | 74,555 | 64,030 | 10,525 | 10.8 | 17% |
In its most recent public year (2023), this organization brought in $10,525 more than it spent. Its reserves stood at about 10.8 months of spending, up from 0.7 in 2011. Staff pay was 17% 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