Bertie K Kellogg Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 456,066 | 73,870 | 382,196 | 899.9 | 89% |
| 2013 | 476,298 | 69,311 | 406,987 | 1033.8 | 98% |
| 2014 | 640,595 | 210,952 | 429,643 | 364.1 | 34% |
| 2015 | 364,888 | 207,256 | 157,632 | 379.5 | 35% |
| 2016 | 221,334 | 199,817 | 21,517 | 395.4 | 36% |
| 2017 | 268,512 | 212,802 | 55,710 | 374.1 | 36% |
| 2018 | 783,476 | 227,810 | 555,666 | 42.1 | 36% |
| 2019 | 654,930 | 264,221 | 390,709 | 344.3 | 31% |
| 2020 | 677,526 | 235,513 | 442,013 | 408.9 | 38% |
| 2021 | 874,359 | 246,606 | 627,753 | 420.6 | 40% |
| 2022 | 408,324 | 253,017 | 155,307 | 417.2 | 38% |
| 2023 | 639,471 | 312,948 | 326,523 | 350.3 | 30% |
In its most recent public year (2023), this organization brought in $326,523 more than it spent. Its reserves stood at about 350.3 months of spending, down from 899.9 in 2012. Staff pay was 30% 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
Bertie K Kellogg Trust's IRS filings as a feed — one entry per filing year, through 2023. 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