Family Institute
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 11,000,530 | 10,720,430 | 280,100 | 15.2 | 58% |
| 2012 | 11,571,217 | 12,606,836 | −1,035,619 | 11.9 | 56% |
| 2013 | 12,301,131 | 12,851,628 | −550,497 | 11.6 | 57% |
| 2014 | 13,104,216 | 13,581,961 | −477,745 | 11.4 | 56% |
| 2015 | 14,687,379 | 14,570,159 | 117,220 | 10.6 | 57% |
| 2016 | 16,246,460 | 16,637,813 | −391,353 | 8.6 | 53% |
| 2017 | 18,328,086 | 18,367,462 | −39,376 | 8.1 | 48% |
| 2018 | 21,236,138 | 21,322,461 | −86,323 | 7.1 | 47% |
| 2019 | 25,697,985 | 24,868,796 | 829,189 | 6.4 | 43% |
| 2020 | 31,723,633 | 30,515,118 | 1,208,515 | 5.8 | 48% |
| 2021 | 35,971,873 | 34,032,803 | 1,939,070 | 6.8 | 41% |
| 2022 | 37,949,406 | 36,504,530 | 1,444,876 | 6.5 | 45% |
| 2023 | 40,139,910 | 38,809,572 | 1,330,338 | 6.4 | 47% |
In its most recent public year (2023), this organization brought in $1,330,338 more than it spent. Its reserves stood at about 6.4 months of spending, down from 15.2 in 2011. Staff pay was 47% of spending. $10,823,994 of its net assets are donor-restricted.
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
A new entry when its next filing is released. No account, no email; works in any feed reader, Slack, or automation tool. How following works