Family Management Matters
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 14,954 | 35,346 | −20,392 | 4.7 | — |
| 2013 | 2,411 | 1,020 | 1,391 | 213.3 | — |
| 2015 | 17,612 | 10,303 | 7,309 | 26.1 | — |
| 2016 | 3,642 | 9,587 | −5,945 | 20.7 | — |
| 2017 | 11,005 | 6,364 | 4,641 | 39.9 | — |
| 2018 | 2,827 | 2,427 | 400 | 106.5 | — |
| 2019 | 26,536 | 3,590 | 22,946 | 148.7 | — |
| 2020 | 6,005 | 24,819 | −18,814 | 12.4 | — |
| 2021 | 5,001 | 5,579 | −578 | 54.0 | — |
| 2022 | 4,586 | 8,645 | −4,059 | 29.2 | — |
| 2023 | 1 | 2,287 | −2,286 | 98.4 | — |
In its most recent public year (2023), this organization spent $2,286 more than it brought in. Its reserves stood at about 98.4 months of spending, up from 4.7 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
Family Management Matters'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