Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 124,844 | 135,980 | −11,136 | 7.9 | — |
| 2012 | 129,198 | 128,595 | 603 | 8.5 | — |
| 2013 | 133,304 | 133,796 | −492 | 8.1 | — |
| 2014 | 102,344 | 115,562 | −13,218 | 8.0 | — |
| 2015 | 117,869 | 114,290 | 3,579 | 8.5 | — |
| 2016 | 95,047 | 99,482 | −4,435 | 9.2 | — |
| 2017 | 99,698 | 88,152 | 11,546 | 11.9 | — |
| 2018 | 100,521 | 103,130 | −2,609 | 9.9 | — |
| 2019 | 110,458 | 105,701 | 4,757 | 10.2 | — |
| 2020 | 84,193 | 73,020 | 11,173 | 16.6 | — |
| 2021 | 61,654 | 65,266 | −3,612 | 17.9 | — |
| 2022 | 86,666 | 92,305 | −5,639 | 11.9 | — |
| 2023 | 86,135 | 110,989 | −24,854 | 7.2 | — |
In its most recent public year (2023), this organization spent $24,854 more than it brought in. Its reserves stood at about 7.2 months 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