Investment Company Institute
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 57,040,679 | 54,282,168 | 2,758,511 | 4.7 | 45% |
| 2012 | 63,124,563 | 60,473,980 | 2,650,583 | 4.4 | 43% |
| 2013 | 64,275,396 | 60,411,044 | 3,864,352 | 7.9 | 44% |
| 2014 | 69,242,593 | 66,922,212 | 2,320,381 | 6.5 | 41% |
| 2015 | 73,382,823 | 71,699,424 | 1,683,399 | 5.6 | 40% |
| 2016 | 76,376,457 | 73,542,682 | 2,833,775 | 4.9 | 40% |
| 2017 | 73,873,778 | 71,500,391 | 2,373,387 | 6.5 | 41% |
| 2018 | 74,633,466 | 71,325,983 | 3,307,483 | 7.4 | 44% |
| 2019 | 79,650,345 | 75,166,953 | 4,483,392 | 6.6 | 48% |
| 2020 | 71,824,481 | 70,766,857 | 1,057,624 | 6.7 | 52% |
| 2021 | 72,478,404 | 67,975,698 | 4,502,706 | 7.2 | 54% |
| 2022 | 80,146,435 | 68,854,682 | 11,291,753 | 9.6 | 49% |
| 2023 | 84,136,163 | 77,130,848 | 7,005,315 | 9.8 | 48% |
In its most recent public year (2023), this organization brought in $7,005,315 more than it spent. Its reserves stood at about 9.8 months of spending, up from 4.7 in 2011. Staff pay was 48% 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
Investment Company Institute'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