Cerity Partners Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 690,174 | 817,659 | −127,485 | 104.7 | 0% |
| 2012 | 664,529 | 900,734 | −236,205 | 90.4 | 0% |
| 2013 | 3,109,413 | 854,266 | 2,255,147 | 133.7 | 0% |
| 2014 | 1,659,699 | 1,294,567 | 365,132 | 101.6 | 0% |
| 2015 | 1,163,529 | 1,217,730 | −54,201 | 106.1 | 0% |
| 2016 | 10,772,414 | 2,237,160 | 8,535,254 | 102.8 | 0% |
| 2017 | 13,615,548 | 2,845,480 | 10,770,068 | 136.6 | 0% |
| 2018 | 3,931,430 | 2,864,331 | 1,067,099 | 142.0 | 0% |
| 2019 | 2,847,301 | 3,183,368 | −336,067 | 125.2 | 0% |
| 2020 | 2,172,649 | 3,685,198 | −1,512,549 | 99.1 | 0% |
| 2021 | 3,144,913 | 4,454,718 | −1,309,805 | 96.6 | 0% |
| 2022 | 16,614,199 | 12,368,636 | 4,245,563 | 33.7 | 0% |
| 2023 | 2,497,295 | 4,179,883 | −1,682,588 | 101.1 | 0% |
In its most recent public year (2023), this organization spent $1,682,588 more than it brought in. Its reserves stood at about 101.1 months of spending, down from 104.7 in 2011. Staff pay was 0% 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
Cerity Partners Foundation'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