Carolinas Family Office Forum Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 35,500 | 29,960 | 5,540 | 14.2 | — |
| 2012 | 45,000 | 44,122 | 878 | 9.9 | — |
| 2013 | 62,350 | 49,578 | 12,772 | 11.9 | — |
| 2014 | 47,500 | 48,126 | −626 | 12.1 | — |
| 2015 | 50,000 | 50,675 | −675 | 11.3 | — |
| 2016 | 56,667 | 45,810 | 10,857 | 15.3 | — |
| 2017 | 39,000 | 43,998 | −4,998 | 14.6 | — |
| 2018 | 45,500 | 59,063 | −13,563 | 8.1 | — |
| 2019 | 48,000 | 59,914 | −11,914 | 5.6 | — |
| 2020 | 45,000 | 48,620 | −3,620 | 6.0 | — |
| 2021 | 55,105 | 45,705 | 9,400 | 8.9 | — |
| 2022 | 49,000 | 47,342 | 1,658 | 9.0 | — |
| 2023 | 49,000 | 55,046 | −6,046 | 6.4 | — |
In its most recent public year (2023), this organization spent $6,046 more than it brought in. Its reserves stood at about 6.4 months of spending, down from 14.2 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
Carolinas Family Office Forum Inc'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