J Wood Platt Caddie Scholarship Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 1,793,171 | 1,647,448 | 145,723 | 67.8 | 0% |
| 2021 | 2,458,623 | 1,752,287 | 706,336 | 80.6 | 0% |
| 2022 | 2,084,054 | 1,808,931 | 275,123 | 68.2 | 0% |
| 2023 | 2,102,668 | 2,075,097 | 27,571 | 64.3 | 0% |
| 2024 | 2,183,279 | 2,117,512 | 65,767 | 70.5 | 0% |
In its most recent public year (2024), this organization brought in $65,767 more than it spent. Its reserves stood at about 70.5 months of spending, up from 67.8 in 2020. Staff pay was 0% of spending. $4,092,696 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 2024. 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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