Financial Planning Association
Loudonville, New York
B-Health Score
53B-
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Average
💰
$56K
Total Revenue
📊
$57K
Total Expenses
🏦
$47K
Net Assets
📋
N/A
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
+14.9%
Year-over-year change (2022 → 2023)
Net Margin
-2.2%
Revenue minus expenses as % of revenue
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $55,767↑15% | $57,007↑10% | $47,479↓3% | — |
| 2022 | $48,538↑3% | $51,806↑52% | $48,719↓6% | — |
| 2021 | $47,160↑12% | $33,975↑17% | $51,987↑34% | — |
| 2020 | $42,011↓33% | $28,968↓59% | $38,802↑51% | — |
| 2019 | $62,443↓7% | $70,241↓1% | $25,759↓23% | — |
| 2018 | $67,486↓5% | $71,148↓9% | $33,557↓10% | — |
| 2017 | $71,231↓9% | $78,114↑2% | $37,219↓16% | — |
| 2016 | $78,502↑11% | $76,755↑1% | $44,102↑4% | — |
| 2015 | $70,996↑13% | $76,287↑9% | $42,355↓11% | — |
| 2014 | $62,999↑7% | $69,933↑11% | $47,646↓13% | — |
| 2013 | $58,682↑5% | $63,058↑11% | $54,580↓7% | — |
| 2012 | $56,053↓10% | $56,623↓14% | $58,956↓1% | — |
| 2011 | $62,309 | $65,672 | $59,526 | — |
Frequently Asked Questions
What does Financial Planning Association do?▼
Financial Planning Association is a community improvement & capacity building nonprofit organization based in New York. 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 $60K in annual revenue and holds $31K in total assets, based on IRS filings.
Similar Organizations
Explore more organizations in the Community Improvement & Capacity Building category, or browse all nonprofits in New York.