Financial Services Stakeholder Project
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2017 | 51,481 | 37,796 | 13,685 | 4.3 | 46% |
| 2018 | 176,584 | 111,193 | 65,391 | 8.5 | — |
| 2019 | 590,381 | 278,280 | 312,101 | 16.9 | 50% |
| 2020 | 649,690 | 468,186 | 181,504 | 14.7 | 65% |
| 2021 | 1,949,382 | 946,254 | 1,003,128 | 20.0 | 65% |
| 2022 | 2,800,862 | 2,125,380 | 675,482 | 12.7 | 62% |
| 2023 | 3,897,012 | 3,140,010 | 757,002 | 11.5 | 58% |
In its most recent public year (2023), this organization brought in $757,002 more than it spent. Its reserves stood at about 11.5 months of spending, up from 4.3 in 2017. Staff pay was 58% 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 Services Stakeholder Project'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