Foundation For Financial Service Professionals
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 89,541 | 135,765 | −46,224 | 28.6 | 0% |
| 2012 | 111,623 | 135,281 | −23,658 | 24.8 | 0% |
| 2013 | 127,631 | 114,909 | 12,722 | 32.1 | 52% |
| 2014 | 114,569 | 115,160 | −591 | 31.0 | 67% |
| 2015 | 53,011 | 92,975 | −39,964 | 28.7 | 58% |
| 2016 | 42,865 | 87,661 | −44,796 | 28.2 | — |
| 2017 | 86,875 | 80,018 | 6,857 | 33.9 | — |
| 2018 | 39,445 | 52,398 | −12,953 | 51.2 | — |
| 2019 | 57,892 | 60,447 | −2,555 | 40.5 | 0% |
| 2020 | 45,265 | 60,728 | −15,463 | 36.4 | 0% |
| 2021 | 240,422 | 235,118 | 5,304 | 11.2 | 0% |
| 2022 | 32,614 | 53,881 | −21,267 | 34.6 | — |
| 2023 | 72,508 | 43,181 | 29,327 | 55.1 | — |
In its most recent public year (2023), this organization brought in $29,327 more than it spent. Its reserves stood at about 55.1 months of spending, up from 28.6 in 2011.
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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