Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 186,758 | 180,777 | 5,981 | 6.3 | — |
| 2012 | 163,801 | 161,032 | 2,769 | 7.3 | — |
| 2013 | 153,078 | 164,806 | −11,728 | 6.2 | — |
| 2014 | 150,530 | 186,127 | −35,597 | 3.2 | — |
| 2015 | 153,699 | 157,308 | −3,609 | 3.6 | — |
| 2016 | 128,756 | 133,179 | −4,423 | 3.8 | — |
| 2017 | 158,360 | 114,241 | 44,119 | 9.1 | — |
| 2018 | 162,122 | 136,958 | 25,164 | 9.8 | — |
| 2019 | 155,336 | 155,924 | −588 | 8.5 | — |
| 2020 | 114,109 | 82,168 | 31,941 | 20.8 | — |
| 2021 | 114,103 | 99,683 | 14,420 | 18.9 | — |
| 2022 | 144,030 | 151,098 | −7,068 | 11.9 | — |
| 2023 | 118,379 | 130,155 | −11,776 | 12.8 | — |
In its most recent public year (2023), this organization spent $11,776 more than it brought in. Its reserves stood at about 12.8 months of spending, up from 6.3 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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