Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 115,683 | 89,176 | 26,507 | 10.2 | — |
| 2012 | 92,458 | 96,043 | −3,585 | 9.0 | — |
| 2013 | 93,842 | 97,915 | −4,073 | 8.3 | — |
| 2014 | 100,734 | 93,400 | 7,334 | 9.6 | — |
| 2015 | 101,978 | 108,509 | −6,531 | 7.6 | — |
| 2016 | 93,018 | 102,489 | −9,471 | 6.9 | — |
| 2017 | 85,834 | 88,208 | −2,374 | 7.6 | — |
| 2018 | 89,963 | 88,428 | 1,535 | 7.8 | — |
| 2019 | 104,100 | 95,046 | 9,054 | 8.5 | — |
| 2020 | 68,368 | 61,805 | 6,563 | 14.6 | — |
| 2021 | 50,883 | 57,284 | −6,401 | 14.2 | — |
| 2022 | 70,007 | 66,103 | 3,904 | 12.4 | — |
| 2023 | 80,582 | 71,596 | 8,986 | 13.2 | — |
In its most recent public year (2023), this organization brought in $8,986 more than it spent. Its reserves stood at about 13.2 months of spending, up from 10.2 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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