Compliance And Ethics Forum For Life Insurers
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2013 | 1,172,127 | 1,083,655 | 88,472 | 2.6 | 63% |
| 2014 | 1,284,262 | 1,145,265 | 138,997 | 4.0 | 66% |
| 2015 | 1,446,529 | 1,257,580 | 188,949 | 5.5 | 61% |
| 2016 | 1,329,249 | 1,261,525 | 67,724 | 6.1 | 58% |
| 2017 | 1,396,701 | 1,266,923 | 129,778 | 7.3 | 61% |
| 2018 | 1,399,691 | 1,404,753 | −5,062 | 6.5 | 53% |
| 2019 | 1,431,574 | 1,438,483 | −6,909 | 6.3 | 55% |
| 2020 | 1,375,921 | 1,242,217 | 133,704 | 8.6 | 66% |
| 2021 | 1,374,237 | 1,243,952 | 130,285 | 9.9 | 64% |
| 2022 | 1,455,676 | 1,611,392 | −155,716 | 6.4 | 51% |
| 2023 | 1,863,056 | 1,925,546 | −62,490 | 5.0 | 51% |
In its most recent public year (2023), this organization spent $62,490 more than it brought in. Its reserves stood at about 5 months of spending, up from 2.6 in 2013. Staff pay was 51% 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
Compliance And Ethics Forum For Life Insurers'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