American Retirees Education Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 54,096 | 39,309 | 14,787 | 39.3 | 41% |
| 2021 | 40,905 | 23,587 | 17,318 | 74.4 | 66% |
| 2022 | 38,753 | 33,467 | 5,286 | 54.3 | 31% |
In its most recent public year (2022), this organization brought in $5,286 more than it spent. Its reserves stood at about 54.3 months of spending, up from 39.3 in 2020. Staff pay was 31% 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 2022. 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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