National Association Of Personal Financial Advisors Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 130,034 | 130,034 | 0 | 0.0 | 0% |
| 2012 | 160,967 | 160,967 | 0 | 0.0 | 0% |
| 2013 | 176,138 | 176,138 | 0 | 0.0 | 0% |
| 2014 | 187,283 | 187,283 | 0 | 0.0 | 0% |
| 2015 | 248,275 | 248,275 | 0 | 0.0 | 0% |
| 2016 | 217,390 | 217,390 | 0 | 0.0 | 0% |
| 2017 | 216,512 | 218,829 | −2,317 | -0.1 | 0% |
| 2018 | 194,932 | 194,932 | 0 | -0.1 | 0% |
| 2019 | 222,604 | 224,456 | −1,852 | -0.2 | 0% |
| 2020 | 141,224 | 141,933 | −709 | -0.4 | 0% |
| 2021 | 119,606 | 114,728 | 4,878 | 0.0 | 0% |
| 2022 | 167,687 | 167,687 | 0 | 0.0 | 0% |
| 2023 | 222,797 | 222,797 | 0 | 0.0 | 0% |
In its most recent public year (2023), this organization brought in $0 more than it spent. Its reserves stood at about 0 months of spending. 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
National Association Of Personal Financial Advisors Inc'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