Society Of Insurance Financial Management
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 163,874 | 148,488 | 15,386 | 8.5 | — |
| 2012 | 162,890 | 169,709 | −6,819 | 7.0 | — |
| 2013 | 188,112 | 180,042 | 8,070 | 7.1 | — |
| 2014 | 178,450 | 181,027 | −2,577 | 6.9 | — |
| 2015 | 180,375 | 164,847 | 15,528 | 8.7 | — |
| 2016 | 192,163 | 161,390 | 30,773 | 11.2 | 0% |
| 2017 | 167,295 | 178,711 | −11,416 | 9.3 | 0% |
| 2018 | 122,287 | 146,192 | −23,905 | 9.5 | 0% |
| 2019 | 185,789 | 189,353 | −3,564 | 7.1 | 0% |
| 2020 | 23,608 | 71,169 | −47,561 | 10.8 | 0% |
| 2021 | 67,371 | 76,121 | −8,750 | 8.7 | 0% |
| 2022 | 181,896 | 168,679 | 13,217 | 4.9 | 0% |
| 2023 | 202,669 | 207,899 | −5,230 | 3.7 | 0% |
In its most recent public year (2023), this organization spent $5,230 more than it brought in. Its reserves stood at about 3.7 months of spending, down from 8.5 in 2011. Staff pay was 0% 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 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
Society Of Insurance Financial Management's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works