Private Wealth & Taxation Institute Ltd
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2016 | 13,042 | 19,690 | −6,648 | 1.0 | — |
| 2017 | 16,773 | 2,306 | 14,467 | 83.4 | — |
| 2018 | 19,565 | 34,816 | −15,251 | 0.3 | — |
| 2019 | 24,130 | 24,475 | −345 | 0.2 | — |
| 2020 | 5,297 | 369 | 4,928 | 174.4 | — |
| 2021 | 0 | 0 | 0 | — | — |
| 2022 | 0 | 0 | 0 | — | — |
| 2023 | 0 | 485 | −485 | 120.7 | — |
In its most recent public year (2023), this organization spent $485 more than it brought in. Its reserves stood at about 120.7 months of spending, up from 1 in 2016.
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
Private Wealth & Taxation Institute Ltd'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