Financial Education & Research Foundation Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,014,265 | 928,943 | 85,322 | 18.3 | 46% |
| 2012 | 986,831 | 870,163 | 116,668 | 17.7 | 44% |
| 2013 | 898,291 | 1,031,668 | −133,377 | 17.3 | 41% |
| 2014 | 1,113,089 | 1,128,705 | −15,616 | 18.6 | 47% |
| 2015 | 1,021,113 | 1,066,250 | −45,137 | 17.8 | 48% |
| 2016 | 949,091 | 907,501 | 41,590 | 16.1 | 48% |
| 2017 | 961,619 | 819,984 | 141,635 | 23.9 | 40% |
| 2018 | 724,785 | 722,348 | 2,437 | 29.7 | 0% |
| 2019 | 3,387,940 | 3,407,310 | −19,370 | 6.1 | 0% |
| 2020 | 2,581,929 | 2,871,049 | −289,120 | 5.4 | 0% |
| 2021 | 3,255,645 | 2,645,150 | 610,495 | 12.4 | 0% |
| 2022 | 3,972,102 | 2,909,118 | 1,062,984 | 14.5 | 0% |
| 2023 | 3,249,552 | 3,349,948 | −100,396 | 13.5 | 0% |
| 2024 | 3,515,662 | 3,836,391 | −320,729 | 11.8 | 0% |
In its most recent public year (2024), this organization spent $320,729 more than it brought in. Its reserves stood at about 11.8 months of spending, down from 18.3 in 2011. Staff pay was 0% 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 2024. 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
Financial Education & Research Foundation Inc's IRS filings as a feed — one entry per filing year, through 2024. 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