Lorio Dauterive Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2019 | 27,837 | 18,103 | 9,734 | 271.3 | — |
| 2020 | 18,144 | 17,430 | 714 | 257.1 | — |
| 2021 | 32,244 | 33,243 | −999 | 140.9 | — |
| 2022 | 19,538 | 20,000 | −462 | 179.4 | — |
| 2023 | 5,610 | 17,099 | −11,489 | 235.7 | — |
In its most recent public year (2023), this organization spent $11,489 more than it brought in. Its reserves stood at about 235.7 months of spending, down from 271.3 in 2019.
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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