Lokey Charities
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 232,796 | 210,326 | 22,470 | 1.4 | 0% |
| 2012 | 277,355 | 226,529 | 50,826 | 4.0 | 0% |
| 2013 | 80,588 | 97,231 | −16,643 | 7.2 | 0% |
| 2014 | 130,737 | 131,764 | −1,027 | 5.2 | 0% |
| 2015 | 129,738 | 127,019 | 2,719 | 5.7 | 0% |
| 2016 | 182,853 | 204,691 | −21,838 | 2.3 | 0% |
| 2017 | 141,356 | 142,091 | −735 | 3.2 | — |
| 2018 | 168,745 | 144,657 | 24,088 | 5.1 | 0% |
| 2019 | 123,227 | 163,996 | −40,769 | 1.5 | 0% |
| 2020 | 107,938 | 81,798 | 26,140 | 6.9 | — |
| 2021 | 126,821 | 82,142 | 44,679 | 13.4 | — |
| 2022 | 88,789 | 77,484 | 11,305 | 16.0 | — |
| 2023 | 136,845 | 115,910 | 20,935 | 12.8 | 0% |
In its most recent public year (2023), this organization brought in $20,935 more than it spent. Its reserves stood at about 12.8 months of spending, up from 1.4 in 2011. 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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