Usona Institute Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2014 | 1,033,492 | 412,272 | 621,220 | 18.1 | 11% |
| 2015 | 23,411 | 682,350 | −658,939 | -0.7 | 27% |
| 2016 | 2,968,965 | 750,720 | 2,218,245 | 34.9 | 32% |
| 2017 | 5,462,348 | 1,756,641 | 3,705,707 | 40.2 | 32% |
| 2018 | 7,411,772 | 5,025,271 | 2,386,501 | 19.8 | 20% |
| 2019 | 6,286,708 | 5,756,156 | 530,552 | 19.1 | 27% |
| 2020 | 20,488,196 | 7,601,395 | 12,886,801 | 38.6 | 18% |
| 2021 | 18,840,870 | 13,878,540 | 4,962,330 | 25.4 | 13% |
| 2022 | 21,184,086 | 17,065,106 | 4,118,980 | 23.6 | 16% |
| 2023 | 54,880,999 | 17,293,190 | 37,587,809 | 49.4 | 24% |
In its most recent public year (2023), this organization brought in $37,587,809 more than it spent. Its reserves stood at about 49.4 months of spending, up from 18.1 in 2014. Staff pay was 24% of spending. $3,087,837 of its net assets are donor-restricted.
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
Usona Institute 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