Retiresafe
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 9,896,888 | 9,462,130 | 434,758 | 0.6 | 2% |
| 2012 | 4,119,374 | 4,339,325 | −219,951 | 0.8 | 6% |
| 2013 | 4,394,482 | 4,136,454 | 258,028 | 1.6 | 5% |
| 2014 | 576,988 | 880,823 | −303,835 | 3.3 | 19% |
| 2015 | 428,015 | 512,914 | −84,899 | 3.7 | 31% |
| 2016 | 532,654 | 521,076 | 11,578 | 3.9 | 33% |
| 2017 | 614,146 | 575,535 | 38,611 | 4.4 | 31% |
| 2018 | 650,149 | 504,710 | 145,439 | 8.4 | 36% |
| 2019 | 1,035,735 | 1,125,162 | −89,427 | 2.8 | 12% |
| 2020 | 975,381 | 855,472 | 119,909 | 5.4 | 16% |
| 2021 | 1,159,704 | 1,157,539 | 2,165 | 4.0 | 12% |
| 2022 | 559,137 | 623,087 | −63,950 | 6.2 | 25% |
| 2023 | 221,139 | 363,679 | −142,540 | 6.0 | 46% |
In its most recent public year (2023), this organization spent $142,540 more than it brought in. Its reserves stood at about 6 months of spending, up from 0.6 in 2011. Staff pay was 46% 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 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
Retiresafe'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