Josephine Marie Herzon Memorial Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 24,336 | 24,318 | 18 | 6.0 | — |
| 2012 | 19,949 | 20,162 | −213 | 7.7 | — |
| 2013 | 17,938 | 17,228 | 710 | 10.1 | — |
| 2014 | 8,232 | 7,907 | 325 | 22.2 | — |
| 2015 | 3,986 | 3,769 | 217 | 45.3 | — |
| 2016 | 4,151 | 3,957 | 194 | 45.3 | — |
| 2017 | 4,789 | 3,876 | 913 | 52.7 | — |
| 2018 | 5,025 | 4,006 | 1,019 | 50.2 | — |
| 2019 | 12,292 | 11,574 | 718 | 19.8 | — |
| 2020 | 3,237 | 2,882 | 355 | 86.2 | — |
| 2021 | 4,378 | 2,866 | 1,512 | 92.6 | — |
| 2022 | 4,302 | 2,510 | 1,792 | 98.8 | — |
| 2023 | 6,013 | 3,559 | 2,454 | 82.3 | — |
In its most recent public year (2023), this organization brought in $2,454 more than it spent. Its reserves stood at about 82.3 months of spending, up from 6 in 2011.
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
Josephine Marie Herzon Memorial Foundation'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