Shareholder Services Association Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 336,515 | 318,112 | 18,403 | 16.1 | 0% |
| 2012 | 345,529 | 345,198 | 331 | 14.8 | 0% |
| 2013 | 301,034 | 331,089 | −30,055 | 14.3 | 0% |
| 2014 | 314,566 | 321,041 | −6,475 | 15.1 | 0% |
| 2015 | 285,718 | 418,369 | −132,651 | 7.8 | 0% |
| 2016 | 244,528 | 387,394 | −142,866 | 4.4 | 0% |
| 2017 | 314,527 | 277,382 | 37,145 | 7.8 | 0% |
| 2018 | 337,224 | 237,026 | 100,198 | 14.2 | 0% |
| 2019 | 282,671 | 218,225 | 64,446 | 19.0 | 0% |
| 2020 | 85,055 | 115,590 | −30,535 | 33.0 | 0% |
| 2021 | 140,730 | 123,274 | 17,456 | 31.6 | 0% |
| 2022 | 178,814 | 169,562 | 9,252 | 22.1 | — |
| 2023 | 189,295 | 211,276 | −21,981 | 17.0 | — |
In its most recent public year (2023), this organization spent $21,981 more than it brought in. Its reserves stood at about 17 months 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
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