Finserv Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2021 | 135,150 | 19,713 | 115,437 | 70.3 | — |
| 2022 | 134,673 | 84,123 | 50,550 | 23.7 | — |
| 2023 | 157,674 | 147,857 | 9,817 | 14.3 | — |
In its most recent public year (2023), this organization brought in $9,817 more than it spent. Its reserves stood at about 14.3 months of spending, down from 70.3 in 2021.
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
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