West Monroe Historical Society C/O Lawrence Herbert
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2016 | 7,176 | 5,917 | 1,259 | 177.0 | — |
| 2017 | 7,379 | 6,613 | 766 | 159.8 | — |
| 2018 | 6,951 | 5,372 | 1,579 | 200.2 | — |
| 2019 | 7,487 | 7,594 | −107 | 141.5 | — |
| 2020 | 7,246 | 4,005 | 3,241 | 278.0 | — |
| 2021 | 11,362 | 11,475 | −113 | 96.9 | — |
| 2022 | 7,357 | 5,388 | 1,969 | 210.8 | — |
| 2023 | 7,107 | 9,770 | −2,663 | 113.0 | — |
In its most recent public year (2023), this organization spent $2,663 more than it brought in. Its reserves stood at about 113 months of spending, down from 177 in 2016.
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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