Financial Planning Association
Longwood, Florida
BHealth Score
62B
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Above Average
💰
$121K
Total Revenue
📊
$89K
Total Expenses
🏦
$126K
Net Assets
📋
$982
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
+40.3%
Year-over-year change (2022 → 2023)
Net Margin
+26.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.43
Net assets divided by total expenses
Liabilities-to-Assets
0.8%
Total liabilities as % of total assets
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $120,707↑40% | $88,693↑11% | $127,400↑32% | |
| 2022 | $86,063↓27% | $80,205 | $96,176↑7% | — |
| 2021 | $118,557↑158% | $79,879↓2% | $89,503↑76% | — |
| 2020 | $45,952↓54% | $81,395↓23% | $50,947↓42% | — |
| 2019 | $99,534↓9% | $105,599↑7% | $87,178↓7% | — |
| 2018 | $109,678↑1% | $98,993↑1% | $93,706↑15% | — |
| 2017 | $109,066↑7% | $97,573↑2% | $81,827↑16% | — |
| 2016 | $101,835↑4% | $96,124↑2% | $70,680↑9% | — |
| 2015 | $97,674↑9% | $94,221↑4% | $64,969↑4% | — |
| 2014 | $89,274↓13% | $90,959↓5% | $62,449↓3% | — |
| 2013 | $103,011↑3% | $95,943↓3% | $64,176↑12% | — |
| 2012 | $100,444 | $98,461 | $57,057↑4% | — |
| 2011 | $100,135 | $98,835 | $54,991 | — |
Frequently Asked Questions
What does Financial Planning Association do?▼
Financial Planning Association is a unclassified nonprofit organization based in Florida. 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 $119K in annual revenue and holds $141K in total assets, based on IRS filings.
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