Practice Transformation Institute
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 49,586 | 136,227 | −86,641 | -19.4 | — |
| 2012 | 91,696 | 288,338 | −196,642 | -17.3 | — |
| 2013 | 643,369 | 679,587 | −36,218 | -8.0 | 58% |
| 2014 | 648,861 | 570,815 | 78,046 | -7.9 | 71% |
| 2015 | 481,512 | 430,037 | 51,475 | -9.0 | 73% |
| 2016 | 628,633 | 434,995 | 193,638 | -3.6 | 71% |
| 2017 | 441,093 | 449,375 | −8,282 | -3.7 | 74% |
| 2018 | 628,325 | 474,555 | 153,770 | 0.4 | 80% |
| 2019 | 642,781 | 451,071 | 191,710 | 5.5 | 71% |
| 2020 | 604,283 | 500,063 | 104,220 | 7.5 | 71% |
| 2021 | 791,567 | 513,949 | 277,618 | 13.8 | 76% |
| 2022 | 161,356 | 566,832 | −405,476 | 3.9 | 71% |
| 2023 | 477,860 | 621,727 | −143,867 | 0.8 | 73% |
In its most recent public year (2023), this organization spent $143,867 more than it brought in. Its reserves stood at about 0.8 months of spending, up from -19.4 in 2011. Staff pay was 73% 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
Practice Transformation 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