Investment Management Education Alliance
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 926,997 | 969,886 | −42,889 | 6.1 | 0% |
| 2013 | 883,588 | 969,934 | −86,346 | 5.1 | 0% |
| 2014 | 1,362,464 | 1,005,063 | 357,401 | 9.1 | 0% |
| 2015 | 1,046,931 | 1,116,383 | −69,452 | 7.5 | 0% |
| 2016 | 1,007,018 | 1,041,448 | −34,430 | 4.5 | 0% |
| 2017 | 1,061,497 | 1,060,227 | 1,270 | 6.7 | 0% |
| 2018 | 1,091,191 | 1,072,851 | 18,340 | 6.8 | 0% |
| 2019 | 392,234 | 549,629 | −157,395 | 7.6 | 0% |
| 2021 | 770,291 | 823,093 | −52,802 | 2.6 | 0% |
| 2022 | 890,651 | 857,173 | 33,478 | 3.0 | 0% |
| 2023 | 808,783 | 701,739 | 107,044 | 5.4 | 0% |
In its most recent public year (2023), this organization brought in $107,044 more than it spent. Its reserves stood at about 5.4 months of spending. Staff pay was 0% 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
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