Financial Wellness Institute Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 35,649 | 48,951 | −13,302 | -1.1 | — |
| 2012 | 70,527 | 61,195 | 9,332 | 0.9 | — |
| 2013 | 149,382 | 124,220 | 25,162 | 2.9 | — |
| 2014 | 126,072 | 136,944 | −10,872 | 1.7 | — |
| 2015 | 95,169 | 139,585 | −44,416 | -2.2 | — |
| 2016 | 122,363 | 49,469 | 72,894 | 11.5 | — |
| 2017 | 113,221 | 110,561 | 2,660 | 5.4 | — |
| 2018 | 119,507 | 153,620 | −34,113 | 1.3 | — |
| 2019 | 130,557 | 215,419 | −84,862 | -3.8 | — |
| 2020 | 274,545 | 253,455 | 21,090 | -2.3 | 45% |
| 2021 | 330,381 | 277,965 | 52,416 | 0.2 | 56% |
| 2022 | 292,709 | 289,708 | 3,001 | 0.3 | 49% |
| 2023 | 305,723 | 292,451 | 13,272 | 0.9 | 51% |
In its most recent public year (2023), this organization brought in $13,272 more than it spent. Its reserves stood at about 0.9 months of spending, up from -1.1 in 2011. Staff pay was 51% 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
Financial Wellness Institute Inc'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