Henry E & Nancy H Bartels Trust Fbo
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 91,322 | 136,054 | −44,732 | 105.1 | 0% |
| 2012 | 275,995 | 140,315 | 135,680 | 104.2 | 0% |
| 2013 | 12,564 | 123,926 | −111,362 | 196.6 | 0% |
| 2014 | 81,251 | 135,264 | −54,013 | 158.6 | 0% |
| 2015 | 124,905 | 77,803 | 47,102 | 270.8 | 0% |
| 2016 | 94,086 | 223,393 | −129,307 | 66.3 | 0% |
| 2017 | 251,500 | 150,783 | 100,717 | 150.1 | 0% |
| 2018 | 132,136 | 223,769 | −91,633 | 90.5 | 0% |
| 2019 | 214,799 | 194,718 | 20,081 | 159.7 | 0% |
| 2020 | 484,112 | 326,710 | 157,402 | 227.0 | 0% |
| 2021 | 262,789 | 430,360 | −167,571 | 120.2 | 0% |
| 2022 | 204,750 | 146,016 | 58,734 | 129.0 | 0% |
| 2023 | −4,757 | 159,552 | −164,309 | 123.2 | 0% |
In its most recent public year (2023), this organization spent $164,309 more than it brought in. Its reserves stood at about 123.2 months of spending, up from 105.1 in 2011. Staff pay was 0% 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
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