Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 129,290 | 99,297 | 29,993 | 6.4 | — |
| 2012 | 49,389 | 66,754 | −17,365 | 6.3 | — |
| 2013 | 99,531 | 89,030 | 10,501 | 6.1 | — |
| 2014 | 108,918 | 103,278 | 5,640 | 5.9 | — |
| 2015 | 100,651 | 110,013 | −9,362 | 4.6 | — |
| 2016 | 105,229 | 106,895 | −1,666 | 4.6 | — |
| 2017 | 99,080 | 91,823 | 7,257 | 6.3 | — |
| 2018 | 121,269 | 102,737 | 18,532 | 7.8 | — |
| 2019 | 114,516 | 108,019 | 6,497 | 8.1 | — |
| 2020 | 38,798 | 56,502 | −17,704 | 11.6 | — |
| 2021 | 73,892 | 67,028 | 6,864 | 11.0 | — |
| 2022 | 95,345 | 93,904 | 1,441 | 8.0 | — |
| 2023 | 109,102 | 99,023 | 10,079 | 8.9 | — |
In its most recent public year (2023), this organization brought in $10,079 more than it spent. Its reserves stood at about 8.9 months of spending, up from 6.4 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