Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 12,493,021 | 12,738,761 | −245,740 | 1.8 | 30% |
| 2012 | 10,634,742 | 10,879,783 | −245,041 | 1.6 | 44% |
| 2013 | 10,277,443 | 10,619,899 | −342,456 | 1.0 | 41% |
| 2014 | 9,329,458 | 9,504,792 | −175,334 | 3.4 | 31% |
| 2015 | 9,101,169 | 9,141,995 | −40,826 | 3.3 | 26% |
| 2016 | 9,875,503 | 10,022,306 | −146,803 | 2.8 | 25% |
| 2017 | 10,108,750 | 9,997,962 | 110,788 | 3.0 | 27% |
| 2018 | 10,344,627 | 10,175,713 | 168,914 | 3.2 | 32% |
| 2019 | 10,353,525 | 11,221,347 | −867,822 | 2.2 | 31% |
| 2020 | 7,414,359 | 8,149,467 | −735,108 | 2.2 | 39% |
| 2021 | 8,225,248 | 7,100,920 | 1,124,328 | 4.6 | 34% |
| 2022 | 9,051,715 | 9,111,585 | −59,870 | 2.7 | 32% |
| 2023 | 8,036,552 | 8,228,550 | −191,998 | 3.2 | 32% |
In its most recent public year (2023), this organization spent $191,998 more than it brought in. Its reserves stood at about 3.2 months of spending, up from 1.8 in 2011. Staff pay was 32% 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