Pension Fund Data Exchange Ltd
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 76,264 | 64,545 | 11,719 | 21.6 | — |
| 2012 | 81,259 | 55,969 | 25,290 | 30.3 | — |
| 2013 | 82,575 | 87,917 | −5,342 | 13.3 | — |
| 2014 | 81,316 | 107,048 | −25,732 | 8.1 | — |
| 2015 | 83,555 | 80,166 | 3,389 | 11.3 | — |
| 2016 | 60,550 | 48,366 | 12,184 | 21.7 | — |
| 2017 | 72,556 | 56,200 | 16,356 | 23.7 | — |
| 2018 | 65,051 | 53,125 | 11,926 | 27.7 | — |
| 2019 | 69,787 | 56,160 | 13,627 | 29.1 | — |
| 2020 | 98,534 | 52,200 | 46,334 | 42.0 | — |
| 2021 | 75,181 | 52,372 | 22,809 | 47.1 | — |
| 2022 | 77,268 | 58,738 | 18,530 | 45.8 | — |
| 2023 | 70,150 | 58,812 | 11,338 | 47.6 | — |
In its most recent public year (2023), this organization brought in $11,338 more than it spent. Its reserves stood at about 47.6 months of spending, up from 21.6 in 2011.
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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