Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 251,509 | 240,042 | 11,467 | 8.6 | 24% |
| 2012 | 223,242 | 239,637 | −16,395 | 7.8 | 22% |
| 2013 | 233,886 | 246,346 | −12,460 | 6.9 | 24% |
| 2014 | 269,798 | 276,166 | −6,368 | 5.9 | 21% |
| 2015 | 296,336 | 254,064 | 42,272 | 8.4 | 24% |
| 2016 | 298,752 | 280,024 | 18,728 | 8.5 | 22% |
| 2017 | 337,768 | 329,549 | 8,219 | 7.5 | 19% |
| 2018 | 352,431 | 340,725 | 11,706 | 7.6 | 18% |
| 2019 | 394,395 | 350,260 | 44,135 | 9.0 | 18% |
| 2020 | 318,141 | 241,644 | 76,497 | 11.7 | 25% |
| 2021 | 200,903 | 164,995 | 35,908 | 18.2 | 38% |
| 2022 | 302,865 | 297,104 | 5,761 | 10.3 | 0% |
| 2023 | 319,235 | 307,154 | 12,081 | 10.5 | 0% |
In its most recent public year (2023), this organization brought in $12,081 more than it spent. Its reserves stood at about 10.5 months of spending, up from 8.6 in 2011. Staff pay was 0% 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
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