Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 14,165 | 11,448 | 2,717 | 18.1 | — |
| 2021 | 10,398 | 6,060 | 4,338 | 42.8 | — |
| 2022 | 12,513 | 17,004 | −4,491 | 12.1 | — |
| 2023 | 15,135 | 19,171 | −4,036 | 8.2 | — |
In its most recent public year (2023), this organization spent $4,036 more than it brought in. Its reserves stood at about 8.2 months of spending, down from 18.1 in 2020.
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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