Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 0 | 0 | 0 | — | — |
| 2011 | 0 | 0 | 0 | — | — |
| 2012 | 0 | 0 | 0 | — | — |
| 2013 | 20,241 | 23,313 | −3,072 | 6.6 | — |
| 2014 | 19,425 | 20,047 | −622 | 7.3 | — |
| 2015 | 22,329 | 24,270 | −1,941 | 5.1 | — |
| 2016 | 29,361 | 21,983 | 7,378 | 9.7 | — |
| 2017 | 42,056 | 51,346 | −9,290 | 2.0 | — |
| 2018 | 14,095 | 10,326 | 3,769 | 14.3 | — |
| 2019 | 16,467 | 16,175 | 292 | 9.3 | — |
| 2021 | 10,722 | 8,864 | 1,858 | 17.3 | — |
| 2022 | 13,976 | 15,657 | −1,681 | 8.5 | — |
In its most recent public year (2022), this organization spent $1,681 more than it brought in. Its reserves stood at about 8.5 months 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 2022. 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 2022. 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