Institute For Family-Owned Business
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 120,740 | 110,979 | 9,761 | 2.9 | — |
| 2012 | 106,617 | 125,415 | −18,798 | 0.7 | — |
| 2013 | 108,864 | 118,717 | −9,853 | -0.2 | — |
| 2014 | 132,118 | 112,408 | 19,710 | 1.9 | — |
| 2015 | 149,078 | 119,344 | 29,734 | 4.6 | 58% |
| 2016 | 167,822 | 128,239 | 39,583 | 7.9 | 57% |
| 2017 | 187,648 | 145,823 | 41,825 | 10.4 | 53% |
| 2018 | 202,164 | 176,682 | 25,482 | 10.3 | 54% |
| 2019 | 218,762 | 217,284 | 1,478 | 8.5 | 57% |
| 2020 | 213,534 | 208,976 | 4,558 | 9.1 | 64% |
| 2021 | 314,181 | 247,118 | 67,063 | 10.9 | 65% |
| 2022 | 292,962 | 323,692 | −30,730 | 7.2 | 55% |
| 2023 | 273,310 | 304,228 | −30,918 | 6.5 | 54% |
In its most recent public year (2023), this organization spent $30,918 more than it brought in. Its reserves stood at about 6.5 months of spending, up from 2.9 in 2011. Staff pay was 54% 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
Institute For Family-Owned Business's IRS filings as a feed — one entry per filing year, through 2023. 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