Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 155,179 | 126,554 | 28,625 | 8.4 | — |
| 2012 | 114,919 | 123,145 | −8,226 | 7.8 | — |
| 2013 | 124,233 | 141,388 | −17,155 | 5.4 | — |
| 2014 | 119,345 | 136,935 | −17,590 | 4.0 | — |
| 2015 | 133,875 | 132,579 | 1,296 | 4.2 | — |
| 2016 | 111,422 | 109,167 | 2,255 | 5.4 | — |
| 2017 | 135,384 | 119,590 | 15,794 | 6.5 | — |
| 2018 | 135,711 | 132,718 | 2,993 | 6.1 | — |
| 2019 | 126,084 | 131,165 | −5,081 | 5.7 | — |
| 2020 | 88,034 | 71,705 | 16,329 | 13.2 | — |
| 2021 | 85,044 | 70,180 | 14,864 | 16.1 | — |
| 2022 | 108,693 | 108,364 | 329 | 10.4 | — |
| 2023 | 116,945 | 106,850 | 10,095 | 11.7 | — |
In its most recent public year (2023), this organization brought in $10,095 more than it spent. Its reserves stood at about 11.7 months of spending, up from 8.4 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
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