Lower Merion Historical Society
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 118,791 | 31,448 | 87,343 | 61.3 | — |
| 2021 | 138,904 | 17,046 | 121,858 | 198.9 | — |
| 2022 | 32,544 | 9,177 | 23,367 | 400.0 | — |
| 2023 | 30,748 | 43,456 | −12,708 | 81.0 | — |
In its most recent public year (2023), this organization spent $12,708 more than it brought in. Its reserves stood at about 81 months of spending, up from 61.3 in 2020.
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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