Financial Planning Standards Board Ltd
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,863,751 | 2,397,772 | 465,979 | 9.7 | 44% |
| 2012 | 2,905,006 | 2,718,255 | 186,751 | 9.4 | 23% |
| 2013 | 3,274,650 | 3,323,530 | −48,880 | 7.5 | 21% |
| 2014 | 3,531,987 | 3,376,634 | 155,353 | 8.0 | 45% |
| 2015 | 3,775,014 | 3,811,910 | −36,896 | 6.9 | 48% |
| 2016 | 3,534,542 | 3,406,857 | 127,685 | 8.2 | 52% |
| 2017 | 3,793,100 | 3,324,021 | 469,079 | 10.1 | 50% |
| 2018 | 3,733,934 | 3,364,284 | 369,650 | 11.3 | 49% |
| 2019 | 4,135,010 | 4,215,151 | −80,141 | 8.9 | 42% |
| 2020 | 4,629,532 | 4,373,933 | 255,599 | 9.3 | 45% |
| 2021 | 4,746,660 | 4,755,908 | −9,248 | 8.5 | 50% |
| 2022 | 5,146,339 | 5,307,386 | −161,047 | 7.2 | 39% |
| 2023 | 5,392,595 | 5,419,612 | −27,017 | 7.0 | 47% |
In its most recent public year (2023), this organization spent $27,017 more than it brought in. Its reserves stood at about 7 months of spending, down from 9.7 in 2011. Staff pay was 47% 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 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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