National Association Of Insurance And Financial Advisors Montana
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2019 | 80,309 | 79,458 | 851 | 4.8 | — |
| 2020 | 75,749 | 59,627 | 16,122 | 9.7 | — |
| 2021 | 54,685 | 66,693 | −12,008 | 6.5 | — |
| 2022 | 73,852 | 64,646 | 9,206 | 8.4 | — |
| 2023 | 80,953 | 77,581 | 3,372 | 7.5 | — |
In its most recent public year (2023), this organization brought in $3,372 more than it spent. Its reserves stood at about 7.5 months of spending, up from 4.8 in 2019.
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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