Society For Financial Education & Professional Development
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 182,098 | 299,921 | −117,823 | 4.0 | 41% |
| 2012 | 299,034 | 311,730 | −12,696 | 3.3 | 38% |
| 2013 | 292,005 | 288,819 | 3,186 | 3.7 | 35% |
| 2014 | 756,940 | 736,661 | 20,279 | 2.9 | 17% |
| 2015 | 752,993 | 633,375 | 119,618 | 3.4 | 24% |
| 2016 | 298,359 | 372,141 | −73,782 | 3.8 | 41% |
| 2017 | 575,641 | 483,015 | 92,626 | 9.6 | 32% |
| 2018 | 530,964 | 525,806 | 5,158 | 6.3 | 27% |
| 2019 | 429,731 | 469,965 | −40,234 | 2.0 | 30% |
| 2020 | 545,882 | 393,152 | 152,730 | 5.8 | 33% |
| 2021 | 1,004,727 | 299,078 | 705,649 | 24.7 | 67% |
| 2022 | 834,434 | 870,646 | −36,212 | 8.0 | 30% |
| 2023 | 1,078,625 | 1,035,867 | 42,758 | 6.5 | 28% |
In its most recent public year (2023), this organization brought in $42,758 more than it spent. Its reserves stood at about 6.5 months of spending, up from 4 in 2011. Staff pay was 28% 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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