Cfa Society Of Houston Scholarship Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,893 | 11,800 | −7,907 | 118.0 | — |
| 2012 | 105 | 10,417 | −10,312 | 121.8 | — |
| 2013 | 17,608 | 52 | 17,556 | 28818.9 | — |
| 2014 | 5,284 | 10,501 | −5,217 | 158.8 | — |
| 2015 | 6,442 | 15,552 | −9,110 | 102.6 | — |
| 2016 | 11,584 | 11,102 | 482 | 140.2 | — |
| 2017 | 2,530 | 5,520 | −2,990 | 316.0 | — |
| 2018 | 17,904 | 15,490 | 2,414 | 114.5 | — |
| 2019 | 20,823 | 15,272 | 5,551 | 141.2 | — |
| 2020 | 821 | 5,400 | −4,579 | 349.1 | — |
| 2021 | 2,034 | 10,000 | −7,966 | 223.0 | — |
| 2022 | 33,260 | 10,442 | 22,818 | 201.1 | — |
| 2023 | 1,909 | 9,150 | −7,241 | 242.0 | — |
In its most recent public year (2023), this organization spent $7,241 more than it brought in. Its reserves stood at about 242 months of spending, up from 118 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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