Financial Planning Association
Denver, Colorado
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Average
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
14 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $8,036,552↓11% | $8,228,550↓10% | $5,791,659↓13% | |
| 2022 | $9,051,715↑10% | $9,111,585↑28% | $6,694,548↓1% | — |
| 2021 | $8,225,248↑11% | $7,100,920↓13% | $6,740,399↑24% | — |
| 2020 | $7,414,359↓28% | $8,149,467↓27% | $5,433,399↓9% | — |
| 2019 | $10,353,525 | $11,221,347↑10% | $5,941,900↓11% | — |
| 2018 | $10,344,627↑56% | $10,175,713↑56% | $6,682,553↓10% | — |
| 2017 | $6,634,598↓34% | $6,539,613↓35% | $7,414,200↓10% | — |
| 2017 | $10,108,750↑2% | $9,997,962 | $8,198,532↑5% | — |
| 2016 | $9,875,503↑9% | $10,022,306↑10% | $7,794,770↓3% | — |
| 2015 | $9,101,169↓2% | $9,141,995↓4% | $8,015,201↓7% | — |
| 2014 | $9,329,458↓9% | $9,504,792↓11% | $8,577,642↑18% | — |
| 2013 | $10,277,443↓3% | $10,619,899↓2% | $7,292,417 | — |
| 2012 | $10,634,742↓15% | $10,879,783↓15% | $7,322,546↓13% | — |
| 2011 | $12,493,021 | $12,738,761 | $8,439,440 | — |
Frequently Asked Questions
What does Financial Planning Association do?▼
Financial Planning Association is a community improvement & capacity building nonprofit organization based in Colorado. 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?▼
Based on our 9-metric Financial Health Score model, Financial Planning Association has a score of 45/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Financial Planning Association generate?▼
Financial Planning Association reports $7.8M in annual revenue and holds $6.1M in total assets, based on IRS filings.
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