Utah Association Of Financial Services Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 64,123 | 84,803 | −20,680 | 4.1 | — |
| 2012 | 76,991 | 74,493 | 2,498 | 5.1 | — |
| 2013 | 62,518 | 85,511 | −22,993 | 1.2 | — |
| 2014 | 72,012 | 64,025 | 7,987 | 3.1 | — |
| 2015 | 68,119 | 76,003 | −7,884 | 1.3 | — |
| 2016 | 98,124 | 98,500 | −376 | 1.0 | — |
| 2017 | 108,022 | 110,500 | −2,478 | 0.6 | — |
| 2018 | 113,261 | 111,000 | 2,261 | 0.9 | — |
| 2019 | 97,010 | 82,588 | 14,422 | 3.2 | — |
| 2020 | 76,503 | 76,000 | 503 | 3.6 | — |
| 2021 | 131,704 | 148,500 | −16,796 | 0.5 | — |
| 2022 | 105,004 | 106,000 | −996 | 0.6 | — |
| 2023 | 121,538 | 106,010 | 15,528 | 2.3 | — |
In its most recent public year (2023), this organization brought in $15,528 more than it spent. Its reserves stood at about 2.3 months of spending, down from 4.1 in 2011.
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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