Peninsula Association Of Insurance And Financial Advisors
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 50,750 | 54,182 | −3,432 | 20.7 | — |
| 2013 | 44,416 | 47,387 | −2,971 | 22.9 | — |
| 2015 | 34,122 | 41,501 | −7,379 | 20.9 | — |
| 2016 | 35,795 | 44,815 | −9,020 | 16.9 | — |
| 2017 | 32,585 | 41,120 | −8,535 | 15.9 | — |
| 2020 | 6,037 | 5,964 | 73 | 60.6 | — |
In its most recent public year (2020), this organization brought in $73 more than it spent. Its reserves stood at about 60.6 months of spending, up from 20.7 in 2012.
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 2020. 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
Peninsula Association Of Insurance And Financial Advisors's IRS filings as a feed — one entry per filing year, through 2020. 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