Financial Planning Association
East Haven, Connecticut
B-Health Score
48B-
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Average
💰
$130K
Total Revenue
📊
$155K
Total Expenses
🏦
$48K
Net Assets
📋
N/A
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
-3.2%
Year-over-year change (2022 → 2023)
Net Margin
-19.4%
Revenue minus expenses as % of revenue
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $129,683↓3% | $154,804↑14% | $48,265↓34% | — |
| 2022 | $133,990↑89% | $135,272↑56% | $73,289↓2% | — |
| 2021 | $70,938↑38% | $86,949↑35% | $74,571↑118% | — |
| 2020 | $51,323↓56% | $64,282↓40% | $34,161↓28% | — |
| 2019 | $116,228↓2% | $107,994↓3% | $47,120↑21% | — |
| 2018 | $119,208↑5% | $111,647↓1% | $38,886↑24% | — |
| 2017 | $112,995↑7% | $112,445↑18% | $31,483↓41% | — |
| 2016 | $106,048↑16% | $95,199↓1% | $53,308↑20% | — |
| 2015 | $91,380↓9% | $96,238↓7% | $44,469↓10% | — |
| 2014 | $100,233↑174% | $103,574↑165% | $49,502↑11% | — |
| 2013 | $36,524↓26% | $39,154↓10% | $44,644↓6% | — |
| 2012 | $49,591↑11% | $43,371↑5% | $47,631↑12% | — |
| 2011 | $44,849 | $41,342 | $42,503 | — |
Frequently Asked Questions
What does Financial Planning Association do?▼
Financial Planning Association is a community improvement & capacity building nonprofit organization based in Connecticut. 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 $154K in annual revenue and holds $75K in total assets, based on IRS filings.
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