Phelps Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 534 | 8,641 | −8,107 | 59.4 | — |
| 2012 | 1,176 | 7,085 | −5,909 | 62.5 | — |
| 2013 | 5,254 | 6,749 | −1,495 | 67.1 | — |
| 2014 | 5,948 | 5,114 | 834 | 93.1 | — |
| 2015 | 1,610 | 3,709 | −2,099 | 119.1 | — |
| 2016 | 1,282 | 3,801 | −2,519 | 111.6 | — |
| 2017 | 3,208 | 2,088 | 1,120 | 225.0 | — |
| 2018 | 1,950 | 3,614 | −1,664 | 118.0 | — |
| 2019 | 1,527 | 3,650 | −2,123 | 127.9 | — |
| 2020 | 1,362 | 3,683 | −2,321 | 130.4 | — |
| 2021 | 2,885 | 2,162 | 723 | 253.2 | — |
| 2022 | 2,687 | 2,251 | 436 | 214.7 | — |
| 2023 | 2,669 | 3,306 | −637 | 148.5 | — |
In its most recent public year (2023), this organization spent $637 more than it brought in. Its reserves stood at about 148.5 months of spending, up from 59.4 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 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
Phelps Foundation'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