Californians For Retirement Security
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 410,098 | 279,674 | 130,424 | 13.2 | 0% |
| 2012 | 40,088 | 218,190 | −178,102 | 7.1 | — |
| 2013 | 516,325 | 318,721 | 197,604 | 12.3 | 0% |
| 2014 | 130,300 | 260,191 | −129,891 | 9.1 | 0% |
| 2015 | 350,864 | 416,076 | −65,212 | 3.8 | 0% |
| 2016 | 287,500 | 133,530 | 153,970 | 25.6 | 0% |
| 2017 | 151,000 | 74,917 | 76,083 | 57.9 | 0% |
| 2018 | 30,116 | 71,051 | −40,935 | 54.1 | — |
| 2019 | 0 | 68,046 | −68,046 | 44.5 | — |
| 2020 | 140,000 | 71,263 | 68,737 | 54.1 | — |
| 2022 | 165,000 | 116,556 | 48,444 | 30.0 | — |
| 2023 | 0 | 72,524 | −72,524 | 36.2 | — |
In its most recent public year (2023), this organization spent $72,524 more than it brought in. Its reserves stood at about 36.2 months of spending, up from 13.2 in 2011.
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
Californians For Retirement Security'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