Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 135,814 | 136,852 | −1,038 | 9.0 | — |
| 2012 | 161,887 | 130,468 | 31,419 | 11.5 | — |
| 2013 | 168,169 | 168,911 | −742 | 8.8 | — |
| 2014 | 165,445 | 170,247 | −4,802 | 8.7 | — |
| 2015 | 147,941 | 186,095 | −38,154 | 5.5 | — |
| 2016 | 173,319 | 174,733 | −1,414 | 6.6 | — |
| 2017 | 160,638 | 129,140 | 31,498 | 11.9 | — |
| 2018 | 143,598 | 143,357 | 241 | 10.8 | — |
| 2019 | 153,773 | 140,973 | 12,800 | 11.0 | — |
| 2020 | 104,377 | 85,189 | 19,188 | 20.8 | — |
| 2021 | 108,153 | 95,779 | 12,374 | 17.8 | — |
| 2022 | 136,593 | 127,575 | 9,018 | 14.2 | — |
| 2023 | 137,999 | 149,488 | −11,489 | 11.2 | — |
In its most recent public year (2023), this organization spent $11,489 more than it brought in. Its reserves stood at about 11.2 months of spending, up from 9 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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