California Financial Services Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 268,751 | 241,645 | 27,106 | 24.9 | 0% |
| 2012 | 247,514 | 246,668 | 846 | 24.5 | 0% |
| 2013 | 248,462 | 284,039 | −35,577 | 19.8 | 0% |
| 2014 | 280,010 | 272,209 | 7,801 | 21.0 | 0% |
| 2015 | 286,090 | 346,989 | −60,899 | 14.3 | 0% |
| 2016 | 241,189 | 228,370 | 12,819 | 22.5 | 0% |
| 2017 | 300,694 | 317,457 | −16,763 | 15.5 | 0% |
| 2018 | 266,172 | 287,571 | −21,399 | 16.2 | 0% |
| 2019 | 294,729 | 350,606 | −55,877 | 11.4 | 0% |
| 2020 | 243,460 | 200,999 | 42,461 | 22.4 | 0% |
| 2021 | 237,470 | 279,228 | −41,758 | 14.4 | 0% |
| 2022 | 340,788 | 346,470 | −5,682 | 11.4 | 0% |
| 2023 | 312,536 | 330,004 | −17,468 | 11.3 | 0% |
In its most recent public year (2023), this organization spent $17,468 more than it brought in. Its reserves stood at about 11.3 months of spending, down from 24.9 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
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