Joan Rose Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 72,710 | 61,192 | 11,518 | 7.0 | — |
| 2013 | 93,727 | 75,031 | 18,696 | 8.7 | — |
| 2014 | 112,257 | 132,855 | −20,598 | 3.0 | — |
| 2015 | 232,797 | 115,956 | 116,841 | 15.6 | 29% |
| 2016 | 227,121 | 123,970 | 103,151 | 24.6 | 28% |
| 2017 | 176,874 | 183,165 | −6,291 | 16.4 | — |
| 2018 | 138,807 | 167,751 | −28,944 | 16.3 | — |
| 2019 | 137,645 | 117,529 | 20,116 | 23.8 | — |
| 2020 | 127,730 | 152,959 | −25,229 | 0.8 | — |
| 2021 | 266,074 | 311,051 | −44,977 | -1.7 | 0% |
| 2022 | 229,672 | 227,835 | 1,837 | 9.5 | 24% |
| 2023 | 216,568 | 239,011 | −22,443 | 7.9 | 15% |
In its most recent public year (2023), this organization spent $22,443 more than it brought in. Its reserves stood at about 7.9 months of spending. Staff pay was 15% 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
Joan Rose 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