Prosperity Life Planning
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,764 | 3,339 | −575 | 2.0 | — |
| 2012 | 5,500 | 4,224 | 1,276 | 5.2 | — |
| 2013 | 7,103 | 2,667 | 4,436 | 28.2 | — |
| 2014 | 3,745 | 6,177 | −2,432 | 7.5 | — |
| 2015 | 6,622 | 4,542 | 2,080 | 15.6 | — |
| 2016 | 4,219 | 8,638 | −4,419 | 2.1 | — |
| 2017 | 2,417 | 2,894 | −477 | 4.3 | — |
| 2018 | 11,828 | 3,686 | 8,142 | 29.9 | — |
| 2019 | 534 | 4,558 | −4,024 | 13.6 | — |
| 2020 | 2,722 | 1,043 | 1,679 | 78.6 | — |
| 2021 | 383 | 2,876 | −2,493 | 18.6 | — |
| 2022 | 1,375 | 1,925 | −550 | 24.4 | — |
| 2023 | 80 | 914 | −834 | 40.5 | — |
In its most recent public year (2023), this organization spent $834 more than it brought in. Its reserves stood at about 40.5 months of spending, up from 2 in 2011.
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 2023. 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
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