Mutual Fund Directors Forum
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 1,586,037 | 1,587,430 | −1,393 | 17.4 | 63% |
| 2013 | 1,648,376 | 1,599,547 | 48,829 | 17.6 | 61% |
| 2014 | 1,900,880 | 1,493,603 | 407,277 | 22.1 | 55% |
| 2015 | 2,207,365 | 1,722,563 | 484,802 | 22.6 | 60% |
| 2016 | 2,413,818 | 1,875,311 | 538,507 | 24.2 | 58% |
| 2017 | 2,405,164 | 2,268,998 | 136,166 | 20.7 | 60% |
| 2018 | 2,453,224 | 2,374,356 | 78,868 | 20.2 | 60% |
| 2019 | 2,525,749 | 2,333,892 | 191,857 | 21.5 | 65% |
| 2020 | 2,673,248 | 2,463,323 | 209,925 | 15.6 | 66% |
| 2021 | 2,745,334 | 1,839,271 | 906,063 | 26.8 | 67% |
| 2022 | 2,841,735 | 2,454,800 | 386,935 | 22.0 | 57% |
| 2023 | 3,072,475 | 2,239,669 | 832,806 | 28.6 | 57% |
| 2024 | 3,105,528 | 2,858,000 | 247,528 | 23.6 | 55% |
In its most recent public year (2024), this organization brought in $247,528 more than it spent. Its reserves stood at about 23.6 months of spending, up from 17.4 in 2012. Staff pay was 55% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2024. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
A new entry when its next filing is released. No account, no email; works in any feed reader, Slack, or automation tool. How following works