Personal Finance Employee Education Fund Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 37,868 | 28,346 | 9,522 | 3.4 | — |
| 2015 | 8,319 | 30,676 | −22,357 | 0.3 | — |
| 2016 | 14,716 | 11,071 | 3,645 | 4.8 | — |
| 2017 | 600 | 476 | 124 | 113.9 | — |
| 2018 | 2,162 | 485 | 1,677 | 153.3 | — |
| 2019 | 1,200 | 795 | 405 | 99.6 | — |
| 2021 | 0 | 709 | −709 | 42.3 | — |
| 2022 | 2,133 | 3,589 | −1,456 | 3.5 | — |
| 2023 | 31,644 | 27,859 | 3,785 | 2.1 | — |
In its most recent public year (2023), this organization brought in $3,785 more than it spent. Its reserves stood at about 2.1 months of spending, down from 3.4 in 2012.
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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