National Association For Fixed Annuities
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 869,006 | 878,719 | −9,713 | 3.8 | 0% |
| 2012 | 967,410 | 898,454 | 68,956 | 4.6 | 0% |
| 2013 | 644,518 | 756,981 | −112,463 | 2.8 | 16% |
| 2014 | 921,239 | 877,871 | 43,368 | 2.8 | 27% |
| 2015 | 978,136 | 1,016,658 | −38,522 | 2.0 | 23% |
| 2016 | 2,186,304 | 1,889,749 | 296,555 | 3.0 | 20% |
| 2017 | 1,399,121 | 1,366,979 | 32,142 | 4.4 | 30% |
| 2018 | 1,079,538 | 1,196,382 | −116,844 | 3.8 | 35% |
| 2019 | 1,122,908 | 1,086,330 | 36,578 | 4.6 | 40% |
| 2020 | 881,558 | 869,863 | 11,695 | 5.9 | 50% |
| 2021 | 1,212,602 | 973,060 | 239,542 | 8.2 | 48% |
| 2022 | 1,421,840 | 1,233,780 | 188,060 | 8.3 | 41% |
| 2023 | 1,812,906 | 1,561,848 | 251,058 | 8.5 | 36% |
In its most recent public year (2023), this organization brought in $251,058 more than it spent. Its reserves stood at about 8.5 months of spending, up from 3.8 in 2011. Staff pay was 36% 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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