Sifma Foundation For Investor Education Fie Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,060,125 | 2,466,729 | 593,396 | 17.4 | 42% |
| 2012 | 3,611,918 | 2,307,494 | 1,304,424 | 26.3 | 46% |
| 2013 | 3,185,206 | 2,968,712 | 216,494 | 21.9 | 45% |
| 2014 | 4,090,082 | 3,185,174 | 904,908 | 24.6 | 46% |
| 2015 | 4,769,216 | 3,611,946 | 1,157,270 | 25.7 | 43% |
| 2016 | 3,755,348 | 3,819,018 | −63,670 | 24.4 | 43% |
| 2017 | 4,096,440 | 3,553,974 | 542,466 | 29.7 | 47% |
| 2018 | 4,222,765 | 3,616,547 | 606,218 | 30.7 | 45% |
| 2019 | 3,320,637 | 3,791,745 | −471,108 | 29.6 | 50% |
| 2020 | 4,561,649 | 3,843,762 | 717,887 | 32.1 | 50% |
| 2021 | 3,648,885 | 4,000,644 | −351,759 | 34.1 | 50% |
| 2022 | 3,830,938 | 4,143,746 | −312,808 | 27.1 | 49% |
| 2023 | 5,227,293 | 5,350,848 | −123,555 | 21.3 | 50% |
In its most recent public year (2023), this organization spent $123,555 more than it brought in. Its reserves stood at about 21.3 months of spending, up from 17.4 in 2011. Staff pay was 50% of spending. $1,180,952 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
Sifma Foundation For Investor Education Fie 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