Southern Madison Heritage Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 4,527 | 11,501 | −6,974 | 83.2 | — |
| 2013 | 9,163 | 6,709 | 2,454 | 147.0 | — |
| 2014 | 23,251 | 5,139 | 18,112 | 234.2 | — |
| 2015 | 12,309 | 17,924 | −5,615 | 63.4 | — |
| 2016 | 8,790 | 6,252 | 2,538 | 186.6 | — |
| 2017 | 24,705 | 3,887 | 20,818 | 364.5 | — |
| 2018 | 9,460 | 5,840 | 3,620 | 250.0 | — |
| 2019 | 12,827 | 5,618 | 7,209 | 275.3 | — |
| 2020 | 8,670 | 7,595 | 1,075 | 205.3 | — |
| 2021 | 11,577 | 4,110 | 7,467 | 401.2 | — |
| 2022 | 15,309 | 5,919 | 9,390 | 297.7 | — |
| 2023 | 13,176 | 7,725 | 5,451 | 236.5 | — |
| 2024 | 42,765 | 23,099 | 19,666 | 89.3 | — |
In its most recent public year (2024), this organization brought in $19,666 more than it spent. Its reserves stood at about 89.3 months of spending, up from 83.2 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 2024. 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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