Southwestern Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 10,578 | 10,423 | 155 | 17.0 | — |
| 2013 | 16,341 | 11,516 | 4,825 | 20.4 | — |
| 2014 | 19,162 | 16,026 | 3,136 | 17.0 | — |
| 2015 | 31,792 | 29,913 | 1,879 | 9.8 | — |
| 2016 | 27,464 | 13,359 | 14,105 | 34.6 | — |
| 2017 | 70,049 | 1,711 | 68,338 | 713.0 | — |
| 2018 | 36,335 | 24,804 | 11,531 | 54.8 | — |
| 2019 | 2,047 | 21,667 | −19,620 | 51.8 | — |
| 2020 | 1,728 | 19,873 | −18,145 | 45.5 | — |
| 2021 | 10,489 | 1,285 | 9,204 | 790.4 | — |
| 2022 | 51,810 | 10,336 | 41,474 | 146.4 | — |
| 2023 | 83,616 | 18,916 | 64,700 | 121.0 | — |
In its most recent public year (2023), this organization brought in $64,700 more than it spent. Its reserves stood at about 121 months of spending, up from 17 in 2012.
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
Southwestern 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