Trust U/W Charles P Oconnor
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 437,592 | 314,882 | 122,710 | 315.2 | 11% |
| 2013 | 561,916 | 325,025 | 236,891 | 314.2 | 9% |
| 2014 | 1,030,064 | 387,801 | 642,263 | 283.7 | 8% |
| 2015 | 692,319 | 401,970 | 290,349 | 277.9 | 8% |
| 2016 | 172,149 | 474,045 | −301,896 | 228.0 | 6% |
| 2017 | 343,386 | 443,553 | −100,167 | 241.0 | 6% |
| 2018 | 684,113 | 446,433 | 237,680 | 245.8 | 6% |
| 2019 | 475,695 | 450,202 | 25,493 | 236.9 | 6% |
| 2020 | 656,039 | 471,502 | 184,537 | 230.9 | 8% |
| 2021 | 296,052 | 477,007 | −180,955 | 223.6 | 8% |
| 2022 | 745,020 | 484,724 | 260,296 | 226.5 | 9% |
| 2023 | 380,636 | 498,839 | −118,203 | 217.3 | 7% |
| 2024 | 1,380,716 | 534,547 | 846,169 | 221.8 | 7% |
In its most recent public year (2024), this organization brought in $846,169 more than it spent. Its reserves stood at about 221.8 months of spending, down from 315.2 in 2012. Staff pay was 7% 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 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
Trust U/W Charles P Oconnor's IRS filings as a feed — one entry per filing year, through 2024. 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