Advisewell Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 32,385,983 | 30,425,856 | 1,960,127 | 5.7 | 50% |
| 2012 | 39,134,152 | 37,094,282 | 2,039,870 | 5.3 | 53% |
| 2013 | 40,853,490 | 38,891,459 | 1,962,031 | 5.7 | 54% |
| 2014 | 37,829,359 | 38,233,190 | −403,831 | 5.7 | 52% |
| 2015 | 37,664,886 | 38,937,931 | −1,273,045 | 5.2 | 49% |
| 2016 | 43,587,606 | 43,285,454 | 302,152 | 4.7 | 51% |
| 2017 | 44,205,403 | 43,701,359 | 504,044 | 4.8 | 4% |
| 2018 | 40,891,315 | 40,363,836 | 527,479 | 5.4 | 50% |
| 2019 | 35,839,844 | 39,160,950 | −3,321,106 | 4.5 | 50% |
| 2020 | 948,426 | 2,051,060 | −1,102,634 | 76.5 | 41% |
| 2021 | 1,403,083 | 3,828,480 | −2,425,397 | 33.8 | 18% |
| 2022 | 6,932,766 | 2,341,385 | 4,591,381 | 75.7 | 33% |
In its most recent public year (2022), this organization brought in $4,591,381 more than it spent. Its reserves stood at about 75.7 months of spending, up from 5.7 in 2011. Staff pay was 33% 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 2022. 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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