Financial Services Forum
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 4,007,181 | 3,841,535 | 165,646 | 12.6 | 55% |
| 2012 | 4,005,715 | 4,241,589 | −235,874 | 10.7 | 57% |
| 2013 | 6,033,702 | 6,255,518 | −221,816 | 6.9 | 40% |
| 2014 | 4,772,960 | 5,250,920 | −477,960 | 7.1 | 53% |
| 2015 | 5,607,303 | 5,927,102 | −319,799 | 5.6 | 48% |
| 2016 | 1,043,796 | 3,946,052 | −2,902,256 | -0.4 | 49% |
| 2017 | 3,951,953 | 3,218,160 | 733,793 | 2.3 | 47% |
| 2018 | 8,000,000 | 6,576,225 | 1,423,775 | 3.7 | 62% |
| 2019 | 7,951,279 | 8,511,531 | −560,252 | 2.1 | 62% |
| 2020 | 8,010,311 | 7,422,157 | 588,154 | 3.3 | 62% |
| 2021 | 8,000,250 | 7,171,690 | 828,560 | 4.8 | 60% |
| 2022 | 8,000,000 | 7,849,036 | 150,964 | 4.6 | 62% |
| 2023 | 16,000,000 | 14,877,202 | 1,122,798 | 3.4 | 34% |
In its most recent public year (2023), this organization brought in $1,122,798 more than it spent. Its reserves stood at about 3.4 months of spending, down from 12.6 in 2011. Staff pay was 34% 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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