Financial Planning Association
Wayne, Pennsylvania
BHealth Score
60B
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Above Average
💰
$119K
Total Revenue
📊
$138K
Total Expenses
🏦
$137K
Net Assets
📋
N/A
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
+42.6%
Year-over-year change (2021 → 2022)
Net Margin
-16.2%
Revenue minus expenses as % of revenue
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2022 | $118,517↑43% | $137,775↑86% | $136,802↓12% | |
| 2021 | $83,103↑17% | $74,146↑14% | $156,060↑6% | — |
| 2020 | $70,920↓47% | $64,890↓56% | $147,103↑4% | — |
| 2019 | $133,944↓12% | $147,971↓2% | $141,073↓9% | — |
| 2018 | $151,708↑29% | $151,328↑10% | $155,100 | — |
| 2017 | $117,863↓23% | $138,036↓4% | $154,720↓12% | — |
| 2016 | $152,208↓5% | $144,428↓17% | $174,893↑5% | — |
| 2015 | $160,244↓16% | $173,793↑18% | $167,113↓7% | — |
| 2014 | $191,174↑17% | $146,778↓18% | $180,662↑33% | — |
| 2013 | $163,651↑2% | $178,186↓19% | $136,266↓10% | — |
| 2012 | $160,474↓6% | $220,028↑18% | $150,801↓28% | — |
| 2011 | $171,330↓9% | $186,289↓1% | $210,355↓7% | — |
| 2010 | $187,717 | $188,692 | $225,314 | — |
Frequently Asked Questions
What does Financial Planning Association do?▼
Financial Planning Association is a community improvement & capacity building nonprofit organization based in Pennsylvania. 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 $134K in annual revenue and holds $136K in total assets, based on IRS filings.
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