Finra Investor Education Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | −3,410,694 | 2,884,900 | −6,295,594 | 309.7 | 0% |
| 2021 | 1,967,274 | 3,122,139 | −1,154,865 | 293.2 | 0% |
| 2022 | 9,847,894 | 4,246,470 | 5,601,424 | 191.9 | 0% |
In its most recent public year (2022), this organization brought in $5,601,424 more than it spent. Its reserves stood at about 191.9 months of spending, down from 309.7 in 2020. Staff pay was 0% of spending. $75,511 of its net assets are donor-restricted.
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 2022. 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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