Havenwood-Heritage Heights Trust Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 1,618,119 | 925,050 | 693,069 | 333.9 | 0% |
| 2021 | 3,466,366 | 770,706 | 2,695,660 | 464.4 | 0% |
| 2022 | 1,478,237 | 712,400 | 765,837 | 442.1 | 0% |
| 2023 | 821,907 | 904,691 | −82,784 | 392.3 | 0% |
In its most recent public year (2023), this organization spent $82,784 more than it brought in. Its reserves stood at about 392.3 months of spending, up from 333.9 in 2020. Staff pay was 0% of spending. $20,238,120 of its net assets are donor-restricted.
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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