Financial Planning Association
Oakland, California
BHealth Score
58B
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Above Average
💰
$84K
Total Revenue
📊
$114K
Total Expenses
🏦
$96K
Net Assets
📋
N/A
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
+32.9%
Year-over-year change (2022 → 2023)
Net Margin
-35.2%
Revenue minus expenses as % of revenue
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $83,971↑33% | $113,561↑35% | $95,788↓24% | |
| 2022 | $63,197↑6% | $84,037↑67% | $125,378↓16% | — |
| 2021 | $59,875↓38% | $50,303↓30% | $149,109↑2% | — |
| 2020 | $96,749↓36% | $71,592↓43% | $146,303↑21% | — |
| 2019 | $150,639↑15% | $125,279↓9% | $121,146↑28% | — |
| 2018 | $130,807↑32% | $137,050↑79% | $94,374↓6% | — |
| 2017 | $99,143↑3% | $76,700↓38% | $100,617↑29% | — |
| 2016 | $96,279↑3% | $123,192↑83% | $78,174↓26% | — |
| 2015 | $93,650↑11% | $67,220↓21% | $105,087↑34% | — |
| 2014 | $84,569↓1% | $85,616↓5% | $78,657↓1% | — |
| 2013 | $85,795 | $89,901↑7% | $79,703↓5% | — |
| 2012 | $85,634↑13% | $83,702↑17% | $83,809↑4% | — |
| 2011 | $75,788 | $71,620 | $80,866 | — |
Frequently Asked Questions
What does Financial Planning Association do?▼
Financial Planning Association is a unclassified nonprofit organization based in California. 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 $79K in annual revenue and holds $31K in total assets, based on IRS filings.
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