Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 100,135 | 98,835 | 1,300 | 6.6 | 46% |
| 2012 | 100,444 | 98,461 | 1,983 | 6.8 | 47% |
| 2013 | 103,011 | 95,943 | 7,068 | 7.9 | 49% |
| 2014 | 89,274 | 90,959 | −1,685 | 8.1 | 52% |
| 2015 | 97,674 | 94,221 | 3,453 | 8.3 | 50% |
| 2016 | 101,835 | 96,124 | 5,711 | 8.7 | 49% |
| 2017 | 109,066 | 97,573 | 11,493 | 9.9 | 48% |
| 2018 | 109,678 | 98,993 | 10,685 | 11.1 | 53% |
| 2019 | 99,534 | 105,599 | −6,065 | 9.7 | 50% |
| 2020 | 45,952 | 81,395 | −35,443 | 7.4 | 58% |
| 2021 | 118,557 | 79,879 | 38,678 | 13.3 | 59% |
| 2022 | 86,063 | 80,205 | 5,858 | 14.1 | 47% |
| 2023 | 120,707 | 88,693 | 32,014 | 17.1 | — |
In its most recent public year (2023), this organization brought in $32,014 more than it spent. Its reserves stood at about 17.1 months of spending, up from 6.6 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
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