Financial Services Institute Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 10,710,617 | 9,925,442 | 785,175 | 6.0 | 57% |
| 2021 | 9,484,774 | 9,207,336 | 277,438 | 6.8 | 54% |
| 2022 | 10,638,881 | 10,345,882 | 292,999 | 6.4 | 54% |
| 2023 | 10,995,600 | 10,920,480 | 75,120 | 6.2 | 54% |
In its most recent public year (2023), this organization brought in $75,120 more than it spent. Its reserves stood at about 6.2 months of spending. Staff pay was 54% 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
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