Financial Planning Ministry

Analysis

Financial Planning Ministry is a registered charity in United States, based in Irvine, CA. It received its IRS tax-exemption ruling in May 1992, 34 years ago. Its declared purposes cover mental health and crisis intervention, which this site groups under health and saving lives. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Financial Planning Ministry reported income of $4.1m and spending of $3.7m, spending 91% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $2.4m to $4.1m (+74%), an average of +15% a year. The sharpest change came in the year to December 2021, when income rose by 20%. Over the whole period it spent 91% of the income it received.

Among 40,470 United States charities whose main cause is health and saving lives and that reported income, Financial Planning Ministry sits at the 78th percentile: it is larger than about 78% of them. Against every charity in United States with reported income it ranks in the 91st percentile, and in the 91st percentile within CA. Charities of a similar size with the same main cause include Perry County Ambulance Authority Inc ($4.1m), Southeast Arkansas Behavioral Healthcare System Inc ($4.1m) and Through the Looking Glass ($4.1m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 17% and program service revenue 83% of the total. Compensation of current officers, directors and key employees was $1.0m (28% of expenses). Other salaries and wages came to $796k. At year end it held assets of $2.1m against liabilities of $484k, net assets of $1.6m. It reported 22 employees.