Association For Financial Professionals Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 18,247,223 | 19,505,076 | −1,257,853 | 12.7 | 37% |
| 2012 | 21,358,209 | 21,034,275 | 323,934 | 11.1 | 36% |
| 2013 | 21,779,249 | 23,872,156 | −2,092,907 | 9.1 | 32% |
| 2014 | 23,427,971 | 24,460,563 | −1,032,592 | 9.0 | 35% |
| 2015 | 23,832,790 | 28,512,289 | −4,679,499 | 5.2 | 33% |
| 2016 | 23,332,410 | 23,543,633 | −211,223 | 5.3 | 39% |
| 2017 | 23,242,099 | 21,787,341 | 1,454,758 | 7.4 | 39% |
| 2018 | 24,667,158 | 23,214,106 | 1,453,052 | 6.4 | 39% |
| 2019 | 25,314,503 | 23,825,649 | 1,488,854 | 7.0 | 36% |
| 2020 | 23,575,445 | 21,809,118 | 1,766,327 | 8.5 | 38% |
| 2021 | 15,069,162 | 17,434,397 | −2,365,235 | 10.3 | 48% |
| 2022 | 20,420,491 | 20,417,379 | 3,112 | 6.4 | 40% |
| 2023 | 21,479,373 | 21,748,156 | −268,783 | 6.6 | 41% |
In its most recent public year (2023), this organization spent $268,783 more than it brought in. Its reserves stood at about 6.6 months of spending, down from 12.7 in 2011. Staff pay was 41% 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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