Insured Retirement Institute Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 5,705,194 | 5,252,882 | 452,312 | 3.7 | 48% |
| 2012 | 6,113,639 | 5,852,457 | 261,182 | 3.9 | 48% |
| 2013 | 5,292,618 | 5,750,101 | −457,483 | 3.0 | 47% |
| 2014 | 6,109,155 | 5,895,783 | 213,372 | 3.4 | 48% |
| 2015 | 6,349,092 | 6,586,913 | −237,821 | 2.6 | 50% |
| 2016 | 7,167,643 | 7,257,696 | −90,053 | 2.2 | 47% |
| 2017 | 6,808,853 | 6,905,320 | −96,467 | 2.1 | 48% |
| 2018 | 6,416,472 | 6,403,358 | 13,114 | 2.3 | 47% |
| 2019 | 6,123,809 | 6,584,362 | −460,553 | 1.4 | 47% |
| 2020 | 6,047,207 | 6,025,741 | 21,466 | 1.6 | 60% |
| 2021 | 6,870,255 | 6,613,102 | 257,153 | 1.9 | 58% |
| 2022 | 7,843,936 | 7,440,632 | 403,304 | 2.4 | 57% |
| 2023 | 8,367,810 | 8,082,751 | 285,059 | 2.6 | 60% |
In its most recent public year (2023), this organization brought in $285,059 more than it spent. Its reserves stood at about 2.6 months of spending, down from 3.7 in 2011. Staff pay was 60% 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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