San Mateo County Historical Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 4,694,240 | 2,023,005 | 2,671,235 | 91.7 | 9% |
| 2021 | 2,189,539 | 1,913,383 | 276,156 | 104.8 | 11% |
| 2022 | 5,785,075 | 1,895,623 | 3,889,452 | 126.1 | 57% |
| 2023 | 2,411,954 | 1,894,504 | 517,450 | 130.7 | 57% |
In its most recent public year (2023), this organization brought in $517,450 more than it spent. Its reserves stood at about 130.7 months of spending, up from 91.7 in 2020. Staff pay was 57% of spending. $8,651,710 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 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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