International Foundation For Retirement Education
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 420,726 | 625,535 | −204,809 | -7.4 | 39% |
| 2012 | 1,506,520 | 733,104 | 773,416 | 6.3 | 31% |
| 2013 | 575,085 | 588,282 | −13,197 | 7.6 | 37% |
| 2015 | 689,333 | 553,696 | 135,637 | 10.8 | 37% |
| 2016 | 593,698 | 513,537 | 80,161 | 13.5 | 36% |
| 2017 | 560,454 | 550,124 | 10,330 | 12.8 | 42% |
| 2018 | 412,234 | 457,787 | −45,553 | 12.9 | 51% |
| 2019 | 433,923 | 455,394 | −21,471 | 12.4 | 49% |
| 2020 | 390,659 | 410,446 | −19,787 | 13.2 | 54% |
| 2021 | 445,396 | 429,947 | 15,449 | 13.1 | 52% |
| 2022 | 351,292 | 385,608 | −34,316 | 13.5 | 54% |
| 2023 | 286,902 | 340,112 | −53,210 | 13.4 | 57% |
In its most recent public year (2023), this organization spent $53,210 more than it brought in. Its reserves stood at about 13.4 months of spending, up from -7.4 in 2011. Staff pay was 57% 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
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