Lee County Historical Society
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 125,150 | 71,640 | 53,510 | 91.4 | 0% |
| 2021 | 99,005 | 47,192 | 51,813 | 145.2 | 0% |
| 2022 | 109,732 | 127,143 | −17,411 | 53.9 | 0% |
| 2023 | 83,605 | 106,951 | −23,346 | 61.4 | 0% |
In its most recent public year (2023), this organization spent $23,346 more than it brought in. Its reserves stood at about 61.4 months of spending, down from 91.4 in 2020. Staff pay was 0% 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
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