The Ivy Legacy Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 34,196 | 49,366 | −15,170 | 46.8 | 0% |
| 2015 | 102,137 | 94,561 | 7,576 | 19.5 | — |
| 2016 | 114,494 | 114,696 | −202 | 16.6 | — |
| 2017 | 106,941 | 106,264 | 677 | 18.9 | — |
| 2018 | 117,268 | 89,060 | 28,208 | 25.4 | — |
| 2019 | 151,064 | 109,697 | 41,367 | 25.8 | — |
| 2020 | 107,433 | 88,084 | 19,349 | 36.1 | — |
| 2021 | 88,807 | 99,361 | −10,554 | 31.9 | — |
| 2022 | 94,192 | 86,799 | 7,393 | 35.7 | — |
| 2023 | 146,378 | 100,349 | 46,029 | 37.1 | — |
In its most recent public year (2023), this organization brought in $46,029 more than it spent. Its reserves stood at about 37.1 months of spending, down from 46.8 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
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