Securities Experts Roundtable
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 40,800 | 41,638 | −838 | 15.5 | — |
| 2021 | 63,219 | 64,820 | −1,601 | 9.0 | — |
| 2022 | 74,375 | 70,665 | 3,710 | 8.9 | — |
| 2023 | 87,205 | 92,015 | −4,810 | 6.2 | — |
In its most recent public year (2023), this organization spent $4,810 more than it brought in. Its reserves stood at about 6.2 months of spending, down from 15.5 in 2020.
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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