Advanced Planners Study Group FY2022 filing
Connects certified planners with industry experts for current information. For fiscal year 2022 it reported $282K in revenue, $309K in expenses, and $110K in net assets.Pt I
- Type
- Business league / trade association · Community Development
- Location
- Austin, TX
- Filings
- 6 on file (2020–2022)
More identity details & actions ⌄
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Summary of the Filing
Where the work happens
Annual investment and financial planning conference
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
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Statement of Revenue
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Overhead ratio | 0% | — | — |
| Revenue growth | 55% | — | — |
| Accounting fee ratio | 0.3% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
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Filings & Schedule Manifest
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Sources
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