Southern California Consultants & Financial Planners Prof Assoc Veba
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 1,190,579 | 928,889 | 261,690 | 219.1 | 0% |
| 2011 | 136,339 | 413,798 | −277,459 | 483.9 | 0% |
| 2012 | −352,391 | 382,760 | −735,151 | 500.0 | 0% |
| 2013 | −10,055 | 57,103 | −67,158 | 3337.7 | 0% |
| 2014 | 661,209 | 4,471 | 656,738 | 30084.6 | 0% |
| 2015 | 28 | 118,620 | −118,592 | 1121.9 | 0% |
| 2016 | 421,137 | 402,364 | 18,773 | 331.3 | 0% |
| 2017 | 1,671,229 | 2,971,758 | −1,300,529 | 39.6 | 0% |
| 2018 | 2,272,213 | 6,861,427 | −4,589,214 | 9.1 | 0% |
| 2019 | 2,567,862 | 113,548 | 2,454,314 | 811.0 | 0% |
| 2020 | 380,171 | 413,101 | −32,930 | 222.0 | 0% |
| 2021 | 364,060 | 60,557 | 303,503 | 1574.3 | 0% |
| 2022 | 161,668 | 167,231 | −5,563 | 569.7 | 0% |
In its most recent public year (2022), this organization spent $5,563 more than it brought in. Its reserves stood at about 569.7 months of spending, up from 219.1 in 2010. 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 2022. 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
Southern California Consultants & Financial Planners Prof Assoc Veba's IRS filings as a feed — one entry per filing year, through 2022. 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