Foundation For Financial Planning Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,115,594 | 1,024,231 | 1,091,363 | 173.8 | 0% |
| 2012 | 1,193,761 | 955,912 | 237,849 | 203.3 | 21% |
| 2013 | 1,321,861 | 822,234 | 499,627 | 267.4 | 36% |
| 2014 | 2,152,665 | 1,027,946 | 1,124,719 | 230.0 | 33% |
| 2015 | 1,605,933 | 1,063,860 | 542,073 | 219.1 | 33% |
| 2016 | 1,562,200 | 1,517,085 | 45,115 | 163.0 | 48% |
| 2017 | 1,710,347 | 1,437,485 | 272,862 | 189.7 | 42% |
| 2018 | 1,817,952 | 1,453,170 | 364,782 | 171.9 | 45% |
| 2019 | 2,034,064 | 1,457,627 | 576,437 | 198.6 | 52% |
| 2020 | 1,093,291 | 1,505,159 | −411,868 | 203.2 | 51% |
| 2021 | 3,652,624 | 1,645,279 | 2,007,345 | 214.8 | 50% |
| 2022 | 2,147,262 | 1,830,846 | 316,416 | 167.4 | 51% |
| 2023 | 2,459,469 | 2,026,744 | 432,725 | 169.5 | 54% |
In its most recent public year (2023), this organization brought in $432,725 more than it spent. Its reserves stood at about 169.5 months of spending, down from 173.8 in 2011. Staff pay was 54% of spending. $1,335,685 of its net assets are donor-restricted.
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
Foundation For Financial Planning Inc'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