Family Management Financial Solutions Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 393,242 | 511,717 | −118,475 | 4.1 | 61% |
| 2012 | 488,084 | 467,952 | 20,132 | 5.0 | 63% |
| 2013 | 473,619 | 463,144 | 10,475 | 5.3 | 60% |
| 2014 | 410,345 | 392,458 | 17,887 | 6.8 | 65% |
| 2015 | 415,077 | 371,818 | 43,259 | 8.6 | 68% |
| 2016 | 341,175 | 333,518 | 7,657 | 9.9 | 66% |
| 2017 | 299,945 | 330,831 | −30,886 | 8.8 | 64% |
| 2018 | 230,420 | 298,016 | −67,596 | 7.1 | 68% |
| 2019 | 242,168 | 275,399 | −33,231 | 6.2 | 72% |
| 2023 | 533,316 | 498,890 | 34,426 | 6.8 | 42% |
In its most recent public year (2023), this organization brought in $34,426 more than it spent. Its reserves stood at about 6.8 months of spending, up from 4.1 in 2011. Staff pay was 42% 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
Family Management Financial Solutions 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