Santa Maria Valley Historical Society
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 31,448 | 49,515 | −18,067 | 28.7 | — |
| 2012 | 33,681 | 43,021 | −9,340 | 26.9 | — |
| 2013 | 90,026 | 48,672 | 41,354 | 34.0 | — |
| 2014 | 55,588 | 64,016 | −8,428 | 24.3 | — |
| 2015 | 52,633 | 52,312 | 321 | 29.8 | — |
| 2016 | 44,348 | 50,723 | −6,375 | 29.2 | — |
| 2017 | 47,019 | 57,453 | −10,434 | 23.6 | — |
| 2018 | 53,131 | 64,502 | −11,371 | 18.9 | — |
| 2019 | 52,043 | 51,107 | 936 | 24.1 | — |
| 2020 | 37,379 | 46,607 | −9,228 | 24.0 | — |
| 2021 | 48,758 | 49,042 | −284 | 22.8 | — |
| 2022 | 50,537 | 48,518 | 2,019 | 23.5 | — |
| 2023 | 80,411 | 62,462 | 17,949 | 21.7 | — |
In its most recent public year (2023), this organization brought in $17,949 more than it spent. Its reserves stood at about 21.7 months of spending, down from 28.7 in 2010.
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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