Financial Planning Association
Hauppauge, New York
CHealth Score
40C
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Below Average
💰
$74K
Total Revenue
📊
$82K
Total Expenses
🏦
$65K
Net Assets
📋
N/A
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
-2.7%
Year-over-year change (2022 → 2023)
Net Margin
-10.3%
Revenue minus expenses as % of revenue
Filing History
12 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $74,123↓3% | $81,784↓10% | $64,671↓13% | |
| 2022 | $76,176↓17% | $90,530↑64% | $74,320↓14% | — |
| 2021 | $91,442↑60% | $55,352↓34% | $86,674↑71% | — |
| 2020 | $57,036↓60% | $84,104↓33% | $50,584↓37% | — |
| 2018 | $142,587↓13% | $126,354↓22% | $79,847↑26% | — |
| 2017 | $164,003↓2% | $162,577↑12% | $63,614↑2% | — |
| 2016 | $167,297↑23% | $145,531↓3% | $62,188↑54% | — |
| 2015 | $135,994↓13% | $149,875↓2% | $40,422↓26% | — |
| 2014 | $155,697↑7% | $153,083↑1% | $54,303↑5% | — |
| 2013 | $145,671↓7% | $151,638↓13% | $51,689↓10% | — |
| 2012 | $156,492↓8% | $173,539↓13% | $57,656↓23% | — |
| 2011 | $170,907 | $199,234 | $74,703 | — |
Frequently Asked Questions
What does Financial Planning Association do?▼
Financial Planning Association is a unclassified nonprofit organization based in New York. It is classified under NTEE code Z 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 $66K in annual revenue and holds $48K in total assets, based on IRS filings.
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