Dallas Retirement Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 0 | 0 | 0 | — | — |
| 2012 | 66,433 | 76,941 | −10,508 | 49.1 | 0% |
| 2013 | 92,472 | 10,622 | 81,850 | 449.0 | 0% |
| 2014 | 66,396 | 46,916 | 19,480 | 107.4 | 0% |
| 2015 | 99,797 | 104,293 | −4,496 | 47.8 | 0% |
| 2016 | 181,269 | 26,004 | 155,265 | 263.7 | 0% |
| 2017 | 54,501 | 446,454 | −391,953 | 4.9 | 0% |
| 2018 | 77,339 | 71,889 | 5,450 | 31.1 | 0% |
| 2019 | 67,143 | 67,743 | −600 | 32.9 | 0% |
| 2020 | 87,281 | 319,485 | −232,204 | -1.8 | 0% |
| 2021 | 153,202 | 72,909 | 80,293 | 5.5 | 0% |
| 2022 | 278,285 | 86,209 | 192,076 | 31.4 | 0% |
| 2023 | 129,879 | 105,333 | 24,546 | 28.5 | 0% |
In its most recent public year (2023), this organization brought in $24,546 more than it spent. Its reserves stood at about 28.5 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
Dallas Retirement Foundation'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