Southern California Association For Financial Professionals Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 142,318 | 119,537 | 22,781 | 10.7 | — |
| 2012 | 136,306 | 123,917 | 12,389 | 11.5 | — |
| 2013 | 125,495 | 135,661 | −10,166 | 9.6 | — |
| 2014 | 129,097 | 138,565 | −9,468 | 8.6 | — |
| 2015 | 116,227 | 122,905 | −6,678 | 9.1 | — |
| 2016 | 108,436 | 110,013 | −1,577 | 10.0 | — |
| 2017 | 102,608 | 112,580 | −9,972 | 8.7 | — |
| 2018 | 91,197 | 118,656 | −27,459 | 5.4 | — |
| 2019 | 30,502 | 60,166 | −29,664 | 4.8 | — |
In its most recent public year (2019), this organization spent $29,664 more than it brought in. Its reserves stood at about 4.8 months of spending, down from 10.7 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 2019. 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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