American Association Of Individual Investors
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 6,258,867 | 8,393,548 | −2,134,681 | -13.2 | 29% |
| 2012 | 6,094,424 | 7,382,514 | −1,288,090 | -16.2 | 32% |
| 2013 | 7,692,225 | 7,643,398 | 48,827 | -12.8 | 31% |
| 2014 | 7,674,337 | 7,568,210 | 106,127 | -13.3 | 33% |
| 2015 | 7,988,940 | 8,159,531 | −170,591 | -13.8 | 33% |
| 2016 | 7,691,383 | 7,755,383 | −64,000 | -13.5 | 34% |
| 2017 | 7,374,134 | 8,188,551 | −814,417 | -13.7 | 34% |
| 2018 | 7,991,346 | 8,136,392 | −145,046 | -15.8 | 32% |
| 2019 | 7,218,963 | 7,869,447 | −650,484 | -17.0 | 33% |
| 2020 | 6,623,979 | 7,145,095 | −521,116 | -20.0 | 39% |
| 2021 | 7,934,060 | 7,434,250 | 499,810 | -18.2 | 34% |
| 2022 | 7,103,204 | 7,069,064 | 34,140 | -19.9 | 39% |
| 2023 | 7,425,660 | 7,519,056 | −93,396 | -19.9 | 40% |
In its most recent public year (2023), this organization spent $93,396 more than it brought in. Its liabilities exceeded its net assets — reserves were below zero (-19.9 months), down from -13.2 in 2011. Staff pay was 40% 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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