National Association Of Personal Financial Advisors Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,688,250 | 3,562,376 | 125,874 | 10.3 | 25% |
| 2012 | 3,814,136 | 3,923,573 | −109,437 | 9.1 | 21% |
| 2013 | 3,233,968 | 3,299,756 | −65,788 | 10.4 | 26% |
| 2014 | 3,474,780 | 3,232,569 | 242,211 | 12.4 | 19% |
| 2015 | 3,582,078 | 3,505,927 | 76,151 | 11.1 | 19% |
| 2016 | 3,223,509 | 3,224,324 | −815 | 12.2 | 21% |
| 2017 | 3,501,692 | 3,412,766 | 88,926 | 9.8 | 23% |
| 2018 | 3,523,398 | 3,631,052 | −107,654 | 9.1 | 22% |
| 2019 | 3,691,577 | 3,763,591 | −72,014 | 8.2 | 20% |
| 2020 | 3,136,338 | 3,096,674 | 39,664 | 10.4 | 25% |
| 2021 | 2,782,058 | 2,686,842 | 95,216 | 14.5 | 30% |
| 2022 | 3,753,347 | 3,660,755 | 92,592 | 8.8 | 23% |
| 2023 | 4,158,261 | 4,265,642 | −107,381 | 7.6 | 20% |
In its most recent public year (2023), this organization spent $107,381 more than it brought in. Its reserves stood at about 7.6 months of spending, down from 10.3 in 2011. Staff pay was 20% 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
National Association Of Personal Financial Advisors 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