Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2015 | 53,489 | 53,857 | −368 | 12.7 | — |
| 2016 | 56,031 | 66,962 | −10,931 | 8.3 | — |
| 2017 | 48,207 | 52,798 | −4,591 | 9.4 | — |
| 2018 | 47,467 | 56,921 | −9,454 | 6.7 | — |
| 2019 | 59,623 | 57,457 | 2,166 | 7.1 | — |
| 2020 | 56,446 | 32,343 | 24,103 | 21.6 | — |
| 2021 | 85,918 | 54,376 | 31,542 | 19.8 | — |
| 2022 | 69,825 | 83,176 | −13,351 | 11.0 | — |
| 2023 | 90,607 | 66,544 | 24,063 | 18.1 | — |
In its most recent public year (2023), this organization brought in $24,063 more than it spent. Its reserves stood at about 18.1 months of spending, up from 12.7 in 2015.
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