Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2016 | 64,367 | 65,314 | −947 | 7.9 | — |
| 2017 | 73,813 | 56,389 | 17,424 | 12.8 | — |
| 2018 | 61,526 | 54,729 | 6,797 | 14.7 | — |
| 2019 | 57,660 | 63,317 | −5,657 | 11.6 | — |
| 2020 | 65,542 | 39,926 | 25,616 | 26.2 | — |
| 2021 | 32,096 | 48,518 | −16,422 | 17.5 | — |
| 2022 | 51,132 | 53,211 | −2,079 | 15.5 | — |
| 2023 | 38,566 | 52,530 | −13,964 | 12.5 | — |
In its most recent public year (2023), this organization spent $13,964 more than it brought in. Its reserves stood at about 12.5 months of spending, up from 7.9 in 2016.
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