Cfa Society Of Milwaukee Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2009 | 104,245 | 118,209 | −13,964 | 6.3 | — |
| 2010 | 89,961 | 85,279 | 4,682 | 9.3 | — |
| 2011 | 130,464 | 77,024 | 53,440 | 18.7 | — |
| 2012 | 98,340 | 102,088 | −3,748 | 13.6 | — |
| 2013 | 127,859 | 124,846 | 3,013 | 11.4 | — |
| 2014 | 134,899 | 125,126 | 9,773 | 12.4 | — |
| 2015 | 163,019 | 146,814 | 16,205 | 11.9 | — |
| 2016 | 125,465 | 131,619 | −6,154 | 12.7 | — |
| 2017 | 138,990 | 144,068 | −5,078 | 11.1 | — |
| 2018 | 153,372 | 140,306 | 13,066 | 12.6 | — |
| 2019 | 150,147 | 123,307 | 26,840 | 16.9 | — |
| 2020 | 135,763 | 117,117 | 18,646 | 19.7 | — |
| 2021 | 163,867 | 50,458 | 113,409 | 72.7 | — |
| 2022 | 144,713 | 106,057 | 38,656 | 37.2 | — |
| 2023 | 145,491 | 102,209 | 43,282 | 44.2 | — |
| 2024 | 173,636 | 148,187 | 25,449 | 33.1 | — |
In its most recent public year (2024), this organization brought in $25,449 more than it spent. Its reserves stood at about 33.1 months of spending, up from 6.3 in 2009.
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
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