Bert Broday Jr Trust Fbo The American Heart Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 4,494,674 | 982,430 | 3,512,244 | 183.5 | 18% |
| 2011 | 775,149 | 1,020,482 | −245,333 | 173.8 | 17% |
| 2012 | 544,905 | 988,023 | −443,118 | 174.1 | 15% |
| 2013 | 871,599 | 990,735 | −119,136 | 172.2 | 15% |
| 2014 | 1,076,396 | 1,007,562 | 68,834 | 170.2 | 15% |
| 2015 | 630,717 | 1,010,922 | −380,205 | 165.1 | 15% |
| 2016 | 579,108 | 991,941 | −412,833 | 163.3 | 14% |
| 2017 | 829,980 | 975,468 | −145,488 | 164.2 | 13% |
| 2018 | 890,718 | 994,872 | −104,154 | 159.3 | 13% |
| 2019 | 681,951 | 982,993 | −301,042 | 119.7 | 13% |
In its most recent public year (2019), this organization spent $301,042 more than it brought in. Its reserves stood at about 119.7 months of spending, down from 183.5 in 2010. Staff pay was 13% 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 2019. 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
Bert Broday Jr Trust Fbo The American Heart Association's IRS filings as a feed — one entry per filing year, through 2019. 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