Nonprofit screen
Screen a listFinancial Planning Association
Can you give?
Listed with the IRS. Every screen came back clear.
An organization on the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- Not stated
$7.8Mrevenue
FY2024 · −5% in 3 yrs24staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin3.8%
Months of reserve2.5mo
Revenue growth (annualized)−3.6%
Middle half of peersMedianFinancial Planning Association
Worth checking1
Deficits in 2 of the last 3 years
−$60k in FY2022 and −$192k in FY2023. Cash covers 2.5 months, under the peer median of 5.5.
990 Part I and balance sheetIn its favor1
Strong governance
12 of 12 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VI3funders
$101ka year, last 3 years
75%from its largest funder
Funder’17’18’19’20’21’22’23Foundation for Financial Planning IncSince FY2019$100k$75k$75k$78k$75kCertified Financial Planner Board of Standards Center for Financial PlanningStopped after FY2021$25k$25k$25k$38k$25k–Charles Schwab FoundationOn and off$50k
FundedStopped