Bay Area Financial Education Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 19,777 | 26,884 | −7,107 | 0.9 | — |
| 2012 | 34,151 | 31,547 | 2,604 | 1.7 | — |
| 2013 | 50,324 | 24,517 | 25,807 | 14.9 | — |
| 2014 | 49,001 | 56,072 | −7,071 | 5.0 | — |
| 2015 | 106,907 | 73,280 | 33,627 | 9.4 | — |
| 2016 | 70,981 | 119,153 | −48,172 | 0.9 | 53% |
| 2017 | 122,923 | 117,553 | 5,370 | 1.5 | 36% |
| 2018 | 103,462 | 111,238 | −7,776 | 0.8 | 45% |
| 2019 | 99,793 | 95,975 | 3,818 | 1.3 | 59% |
| 2020 | 65,041 | 73,536 | −8,495 | 0.4 | 79% |
| 2021 | 176,112 | 80,780 | 95,332 | 14.5 | 83% |
| 2022 | 113,124 | 96,292 | 16,832 | 14.3 | 84% |
| 2023 | 103,389 | 113,271 | −9,882 | 11.1 | 72% |
In its most recent public year (2023), this organization spent $9,882 more than it brought in. Its reserves stood at about 11.1 months of spending, up from 0.9 in 2011. Staff pay was 72% 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
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