Finacial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 37,308 | 39,501 | −2,193 | 7.1 | — |
| 2012 | 38,072 | 43,575 | −5,503 | 4.9 | — |
| 2013 | 40,564 | 44,093 | −3,529 | 3.9 | — |
| 2014 | 48,903 | 41,547 | 7,356 | 6.2 | — |
| 2015 | 50,135 | 44,484 | 5,651 | 7.3 | — |
| 2016 | 54,877 | 54,276 | 601 | 6.1 | — |
| 2017 | 65,182 | 46,698 | 18,484 | 11.9 | — |
| 2018 | 55,561 | 54,093 | 1,468 | 10.6 | — |
| 2019 | 58,709 | 52,986 | 5,723 | 12.1 | — |
| 2020 | 57,263 | 44,011 | 13,252 | 18.2 | — |
| 2021 | 35,197 | 38,669 | −3,472 | 19.6 | — |
| 2022 | 29,010 | 48,076 | −19,066 | 11.0 | — |
| 2023 | 44,254 | 61,301 | −17,047 | 5.3 | — |
In its most recent public year (2023), this organization spent $17,047 more than it brought in. Its reserves stood at about 5.3 months of spending, down from 7.1 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
Finacial 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