Marion J Carter Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 27,359 | 36,780 | −9,421 | 277.4 | 11% |
| 2012 | 65,434 | 61,880 | 3,554 | 165.6 | 7% |
| 2013 | 33,290 | 26,329 | 6,961 | 392.3 | 16% |
| 2014 | 186,052 | 43,495 | 142,557 | 276.8 | 10% |
| 2015 | 41,264 | 37,065 | 4,199 | 326.2 | 11% |
| 2016 | 40,733 | 33,096 | 7,637 | 368.0 | 13% |
| 2017 | 25,504 | 33,633 | −8,129 | 359.3 | 12% |
| 2018 | 46,300 | 39,889 | 6,411 | 304.9 | 11% |
| 2019 | 47,785 | 41,088 | 6,697 | 297.9 | 10% |
| 2020 | 235,495 | 38,042 | 197,453 | 384.1 | 11% |
| 2021 | 51,318 | 37,655 | 13,663 | 392.4 | 11% |
| 2022 | 52,981 | 43,952 | 9,029 | 338.6 | 12% |
| 2023 | 98,176 | 31,697 | 66,479 | 494.7 | 17% |
In its most recent public year (2023), this organization brought in $66,479 more than it spent. Its reserves stood at about 494.7 months of spending, up from 277.4 in 2011. Staff pay was 17% 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
Marion J Carter Trust's IRS filings as a feed — one entry per filing year, through 2023. 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