Managed Funds Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 19,652,187 | 18,060,040 | 1,592,147 | 3.6 | 50% |
| 2012 | 19,876,583 | 18,934,572 | 942,011 | 4.0 | 50% |
| 2013 | 18,971,582 | 18,886,995 | 84,587 | 4.1 | 52% |
| 2014 | 19,819,425 | 18,839,902 | 979,523 | 4.7 | 53% |
| 2015 | 21,090,567 | 20,378,790 | 711,777 | 4.8 | 53% |
| 2016 | 21,197,823 | 20,195,507 | 1,002,316 | 5.4 | 56% |
| 2017 | 20,336,288 | 19,274,607 | 1,061,681 | 6.3 | 56% |
| 2018 | 20,181,477 | 19,137,706 | 1,043,771 | 7.0 | 59% |
| 2019 | 20,708,577 | 19,708,465 | 1,000,112 | 7.4 | 53% |
| 2020 | 19,904,747 | 20,825,709 | −920,962 | 6.5 | 56% |
| 2021 | 21,179,776 | 21,578,744 | −398,968 | 6.0 | 48% |
| 2022 | 24,366,769 | 25,185,826 | −819,057 | 4.7 | 44% |
| 2023 | 27,969,801 | 26,960,387 | 1,009,414 | 4.9 | 49% |
In its most recent public year (2023), this organization brought in $1,009,414 more than it spent. Its reserves stood at about 4.9 months of spending, up from 3.6 in 2011. Staff pay was 49% 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
Managed Funds Association'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