Employee Benefit Research Institute
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,104,739 | 3,784,785 | −680,046 | 11.4 | 68% |
| 2012 | 3,796,935 | 4,111,473 | −314,538 | 9.6 | 74% |
| 2013 | 4,026,112 | 4,031,943 | −5,831 | 9.7 | 72% |
| 2014 | 4,141,026 | 4,030,223 | 110,803 | 9.9 | 74% |
| 2015 | 3,988,053 | 4,312,300 | −324,247 | 8.3 | 74% |
| 2016 | 3,817,811 | 3,727,547 | 90,264 | 9.9 | 67% |
| 2017 | 3,631,201 | 3,925,943 | −294,742 | 8.5 | 68% |
| 2018 | 3,259,299 | 3,725,752 | −466,453 | 7.5 | 67% |
| 2019 | 3,058,888 | 3,615,069 | −556,181 | 5.8 | 64% |
| 2020 | 2,703,954 | 3,199,221 | −495,267 | 4.6 | 78% |
| 2021 | 3,613,924 | 3,331,752 | 282,172 | 5.3 | 78% |
| 2022 | 4,240,506 | 3,932,871 | 307,635 | 5.3 | 62% |
| 2023 | 3,654,671 | 3,815,905 | −161,234 | 5.1 | 60% |
In its most recent public year (2023), this organization spent $161,234 more than it brought in. Its reserves stood at about 5.1 months of spending, down from 11.4 in 2011. Staff pay was 60% 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
Employee Benefit Research Institute'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