Utah Association Of Financial Services
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 409,236 | 420,682 | −11,446 | 3.2 | 0% |
| 2012 | 428,520 | 418,741 | 9,779 | 3.5 | 0% |
| 2013 | 426,364 | 430,155 | −3,791 | 3.3 | 0% |
| 2014 | 456,888 | 452,264 | 4,624 | 3.3 | 0% |
| 2015 | 456,874 | 435,725 | 21,149 | 4.5 | 0% |
| 2016 | 427,171 | 435,656 | −8,485 | 4.2 | 0% |
| 2017 | 437,246 | 434,656 | 2,590 | 4.3 | 0% |
| 2018 | 457,594 | 439,005 | 18,589 | 4.8 | 0% |
| 2019 | 596,028 | 596,213 | −185 | 3.5 | 0% |
| 2020 | 508,373 | 366,510 | 141,863 | 10.4 | 0% |
| 2021 | 540,725 | 528,666 | 12,059 | 7.5 | 0% |
| 2022 | 574,060 | 498,208 | 75,852 | 9.7 | 0% |
| 2023 | 592,468 | 484,452 | 108,016 | 12.7 | 0% |
In its most recent public year (2023), this organization brought in $108,016 more than it spent. Its reserves stood at about 12.7 months of spending, up from 3.2 in 2011. Staff pay was 0% 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
Utah Association Of Financial Services'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