Cfa Interpretive Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 3,233,455 | 3,276,271 | −42,816 | 8.6 | 43% |
| 2021 | 4,721,958 | 4,259,874 | 462,084 | 7.9 | 45% |
| 2022 | 4,683,791 | 5,199,930 | −516,139 | 5.3 | 43% |
| 2023 | 5,343,603 | 5,209,884 | 133,719 | 5.6 | 43% |
In its most recent public year (2023), this organization brought in $133,719 more than it spent. Its reserves stood at about 5.6 months of spending, down from 8.6 in 2020. Staff pay was 43% of spending. $124,618 of its net assets are donor-restricted.
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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