Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 141,365 | 132,583 | 8,782 | 7.6 | — |
| 2012 | 134,969 | 131,593 | 3,376 | 7.9 | — |
| 2013 | 136,775 | 140,184 | −3,409 | 7.1 | — |
| 2014 | 175,285 | 146,470 | 28,815 | 9.1 | — |
| 2015 | 175,067 | 161,847 | 13,220 | 9.2 | — |
| 2016 | 172,201 | 201,383 | −29,182 | 5.7 | — |
| 2017 | 176,644 | 171,519 | 5,125 | 6.9 | — |
| 2018 | 167,650 | 165,169 | 2,481 | 7.4 | — |
| 2019 | 150,927 | 135,460 | 15,467 | 10.4 | — |
| 2020 | 102,387 | 75,829 | 26,558 | 22.8 | — |
| 2021 | 62,603 | 67,588 | −4,985 | 24.7 | — |
| 2022 | 77,311 | 86,446 | −9,135 | 18.0 | — |
| 2023 | 90,646 | 85,836 | 4,810 | 18.8 | — |
In its most recent public year (2023), this organization brought in $4,810 more than it spent. Its reserves stood at about 18.8 months of spending, up from 7.6 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