SCommunity Improvement & Capacity BuildingEIN: 042892459· Ruling Year: 2000

Financial Planning Association

Westborough, Massachusetts

B-Health Score
52B-

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Average

💰
$184K
Total Revenue
📊
$188K
Total Expenses
🏦
$160K
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+4.8%
Year-over-year change (2021 → 2022)
Net Margin
-2.3%
Revenue minus expenses as % of revenue

Filing History

12 filings on record
YearRevenueExpensesAssets
2022$183,5105%$187,7066%$159,80948%
2021$175,0801%$200,56420%$107,61719%
2020$177,42320%$166,45923%$133,1019%
2019$222,1608%$217,000$122,1374%
2018$242,50619%$217,77511%$116,97727%
2017$204,5291%$195,58114%$92,24611%
2016$203,14614%$226,35914%$83,29822%
2015$236,57210%$264,0501%$106,51121%
2014$214,88358%$261,38361%$133,98926%
2013$136,17126%$162,4868%$180,48913%
2012$184,00450%$151,10021%$206,80413%
2011$122,501$124,456$183,498

Frequently Asked Questions

What does Financial Planning Association do?

Financial Planning Association is a community improvement & capacity building nonprofit organization based in Massachusetts. It is classified under NTEE code S41 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Financial Planning Association financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Financial Planning Association.

How much revenue does Financial Planning Association generate?

Financial Planning Association reports $205K in annual revenue and holds $207K in total assets, based on IRS filings.

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