SCommunity Improvement & Capacity BuildingEIN: 990217418· Ruling Year: 2000

Financial Planning Association

Ewa Beach, Hawaii

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

💰
$51K
Total Revenue
📊
$50K
Total Expenses
🏦
$105K
Net Assets
📋
$460
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+15.9%
Year-over-year change (2022 → 2023)
Net Margin
+1.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.11
Net assets divided by total expenses
Liabilities-to-Assets
0.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$50,79416%$49,92416%$105,63310%
2022$43,835112%$43,04164%$95,84111%
2021$20,71111%$26,18317%$107,7723%
2020$23,29059%$31,50452%$104,5964%
2019$57,44429%$66,15216%$108,7412%
2018$44,54816%$57,2065%$110,60714%
2017$52,89916%$60,1341%$128,6502%
2016$63,00113%$60,5956%$131,0553%
2015$55,80917%$64,45040%$127,7748%
2014$47,84216%$45,93519%$138,9823%
2013$57,05914%$56,68813%$134,4215%
2012$49,8751%$50,2642%$127,7372%
2011$50,471$49,242$124,783

Frequently Asked Questions

What does Financial Planning Association do?

Financial Planning Association is a community improvement & capacity building nonprofit organization based in Hawaii. 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 $67K in annual revenue and holds $110K in total assets, based on IRS filings.

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