Union County Historical Society
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 68,740 | 73,698 | −4,958 | 31.1 | — |
| 2012 | 239,904 | 101,431 | 138,473 | 38.8 | 45% |
| 2013 | 165,882 | 90,730 | 75,152 | 66.9 | 50% |
| 2014 | 113,252 | 134,465 | −21,213 | 43.1 | — |
| 2015 | 82,277 | 106,144 | −23,867 | 51.8 | — |
| 2016 | −30,057 | 158,105 | −188,162 | 20.4 | 57% |
| 2017 | 95,271 | 142,488 | −47,217 | 18.6 | — |
| 2018 | 137,079 | 138,762 | −1,683 | 18.9 | — |
| 2019 | 144,325 | 126,261 | 18,064 | 22.5 | — |
| 2020 | 68,104 | 81,212 | −13,108 | 31.2 | — |
| 2021 | 327,736 | 110,024 | 217,712 | 52.1 | 38% |
| 2022 | 74,959 | 96,392 | −21,433 | 56.8 | — |
| 2023 | 200,512 | 68,664 | 131,848 | 101.2 | 28% |
In its most recent public year (2023), this organization brought in $131,848 more than it spent. Its reserves stood at about 101.2 months of spending, up from 31.1 in 2011. Staff pay was 28% 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
Union County Historical Society'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