Institute For Portfolio Alternatives Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,183,311 | 2,083,882 | 99,429 | 11.3 | 36% |
| 2012 | 2,169,340 | 2,390,317 | −220,977 | 8.8 | 35% |
| 2013 | 2,159,436 | 2,742,348 | −582,912 | 5.1 | 30% |
| 2014 | 2,173,521 | 2,665,900 | −492,379 | 3.0 | 40% |
| 2015 | 2,744,954 | 2,702,873 | 42,081 | 3.1 | 42% |
| 2016 | 2,597,594 | 2,265,844 | 331,750 | 5.5 | 45% |
| 2017 | 3,228,302 | 2,960,223 | 268,079 | 5.3 | 33% |
| 2018 | 3,427,591 | 3,089,242 | 338,349 | 6.4 | 38% |
| 2019 | 3,383,875 | 3,356,359 | 27,516 | 6.0 | 35% |
| 2020 | 1,906,864 | 2,677,251 | −770,387 | 4.1 | 45% |
| 2021 | 3,534,646 | 3,558,514 | −23,868 | 3.0 | 34% |
| 2022 | 4,576,207 | 4,163,543 | 412,664 | 3.7 | 36% |
| 2023 | 4,841,673 | 4,190,015 | 651,658 | 6.0 | 30% |
In its most recent public year (2023), this organization brought in $651,658 more than it spent. Its reserves stood at about 6 months of spending, down from 11.3 in 2011. Staff pay was 30% 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
Institute For Portfolio Alternatives Inc'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