Foundation For Financial Wellness
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2013 | 24,826 | 20,744 | 4,082 | -0.1 | — |
| 2014 | 6,000 | 8,939 | −2,939 | -4.2 | — |
| 2015 | 5,274 | 3,104 | 2,170 | -3.7 | — |
| 2016 | 4,200 | 2,259 | 1,941 | 5.3 | — |
| 2017 | 4,171 | 92 | 4,079 | 661.0 | — |
| 2018 | 6,589 | 2,000 | 4,589 | 33.5 | — |
| 2019 | 23,462 | 78 | 23,384 | 3597.5 | — |
In its most recent public year (2019), this organization brought in $23,384 more than it spent. Its reserves stood at about 3597.5 months of spending, up from -0.1 in 2013.
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 2019. 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
Foundation For Financial Wellness's IRS filings as a feed — one entry per filing year, through 2019. 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