Financial Planning Association
Westlake, Ohio
B+Health Score
72B+
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Good
💰
$135K
Total Revenue
📊
$100K
Total Expenses
🏦
$153K
Net Assets
📋
N/A
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
+32.3%
Year-over-year change (2022 → 2023)
Net Margin
+25.8%
Revenue minus expenses as % of revenue
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $134,820↑32% | $100,053↑35% | $152,720↑25% | — |
| 2022 | $101,890↑16% | $74,265↑7% | $122,314↑28% | — |
| 2021 | $87,875↑26% | $69,150↓6% | $95,481↑18% | — |
| 2020 | $69,885↓23% | $73,491↓17% | $80,847↓5% | — |
| 2019 | $90,341↓27% | $88,411↓21% | $85,070↑2% | — |
| 2018 | $123,152↑30% | $111,834↑17% | $83,175↑17% | — |
| 2017 | $94,519↓22% | $95,972↓10% | $70,994↓1% | — |
| 2016 | $121,153↑34% | $107,206↑18% | $71,621↑20% | — |
| 2015 | $90,519↓15% | $90,733↓15% | $59,623↓14% | — |
| 2014 | $106,219↑43% | $106,390↑33% | $69,391↑2% | — |
| 2013 | $74,520↓31% | $80,180↓28% | $68,014↓7% | — |
| 2012 | $108,415↑28% | $111,607↑48% | $72,963↓5% | — |
| 2011 | $84,418 | $75,464 | $76,566 | — |
Frequently Asked Questions
What does Financial Planning Association do?▼
Financial Planning Association is a unclassified nonprofit organization based in Ohio. 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 $75K in annual revenue and holds $105K in total assets, based on IRS filings.
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