Southwest Florida Retirement Center
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 19,329,301 | 16,664,414 | 2,664,887 | -7.8 | 47% |
| 2012 | 19,883,973 | 16,909,516 | 2,974,457 | -5.7 | 48% |
| 2013 | 20,262,870 | 17,240,798 | 3,022,072 | -3.6 | 48% |
| 2014 | 20,995,424 | 17,769,679 | 3,225,745 | -1.3 | 48% |
| 2015 | 22,283,049 | 18,438,750 | 3,844,299 | 1.2 | 49% |
| 2016 | 21,440,404 | 19,384,398 | 2,056,006 | 1.3 | 48% |
| 2017 | 21,965,678 | 21,132,293 | 833,385 | 1.8 | 46% |
| 2018 | 22,770,609 | 22,064,320 | 706,289 | 1.6 | 43% |
| 2019 | 24,552,468 | 23,332,814 | 1,219,654 | 3.0 | 45% |
| 2020 | 28,386,314 | 30,727,651 | −2,341,337 | 2.4 | 34% |
| 2021 | 33,789,204 | 30,212,541 | 3,576,663 | 3.8 | 35% |
| 2022 | 31,772,151 | 32,032,126 | −259,975 | 1.6 | 34% |
| 2023 | 36,598,123 | 32,041,994 | 4,556,129 | 4.1 | 36% |
In its most recent public year (2023), this organization brought in $4,556,129 more than it spent. Its reserves stood at about 4.1 months of spending, up from -7.8 in 2011. Staff pay was 36% of spending. $155,209 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
Southwest Florida Retirement Center's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works