Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 65,099 | 65,175 | −76 | 12.3 | — |
| 2012 | 72,374 | 74,850 | −2,476 | 10.3 | — |
| 2013 | 65,374 | 64,477 | 897 | 12.1 | — |
| 2014 | 73,644 | 77,838 | −4,194 | 9.4 | — |
| 2015 | 75,820 | 76,446 | −626 | 9.5 | — |
| 2016 | 67,635 | 64,301 | 3,334 | 11.9 | — |
| 2017 | 79,735 | 83,932 | −4,197 | 8.5 | — |
| 2018 | 78,881 | 81,100 | −2,219 | 8.5 | — |
| 2019 | 80,415 | 83,468 | −3,053 | 7.8 | — |
| 2020 | 68,044 | 57,572 | 10,472 | 12.5 | — |
| 2021 | 69,055 | 49,288 | 19,767 | 19.4 | — |
| 2022 | 37,565 | 50,176 | −12,611 | 16.1 | — |
| 2023 | 43,939 | 64,489 | −20,550 | 8.7 | — |
In its most recent public year (2023), this organization spent $20,550 more than it brought in. Its reserves stood at about 8.7 months of spending, down from 12.3 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
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