Financial Planning Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 50,471 | 49,242 | 1,229 | 30.4 | — |
| 2012 | 49,875 | 50,264 | −389 | 30.5 | — |
| 2013 | 57,059 | 56,688 | 371 | 28.5 | — |
| 2014 | 47,842 | 45,935 | 1,907 | 35.7 | — |
| 2015 | 55,809 | 64,450 | −8,641 | 23.5 | — |
| 2016 | 63,001 | 60,595 | 2,406 | 25.9 | — |
| 2017 | 52,899 | 60,134 | −7,235 | 25.6 | — |
| 2018 | 44,548 | 57,206 | −12,658 | 23.1 | — |
| 2019 | 57,444 | 66,152 | −8,708 | 19.7 | — |
| 2020 | 23,290 | 31,504 | −8,214 | 39.8 | — |
| 2021 | 20,711 | 26,183 | −5,472 | 49.2 | — |
| 2022 | 43,835 | 43,041 | 794 | 26.7 | — |
| 2023 | 50,794 | 49,924 | 870 | 25.3 | — |
In its most recent public year (2023), this organization brought in $870 more than it spent. Its reserves stood at about 25.3 months of spending, down from 30.4 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