Montpelier Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 6,167,503 | 8,587,015 | −2,419,512 | 30.4 | 39% |
| 2012 | 5,995,354 | 6,816,252 | −820,898 | 38.4 | 44% |
| 2013 | 7,287,160 | 6,781,697 | 505,463 | 41.1 | 43% |
| 2014 | 2,165,507 | 3,954,604 | −1,789,097 | 66.2 | 40% |
| 2015 | 21,217,451 | 9,692,668 | 11,524,783 | 40.5 | 4% |
| 2016 | 10,157,420 | 10,035,218 | 122,202 | 38.5 | 4% |
| 2017 | 8,048,785 | 11,496,518 | −3,447,733 | 30.8 | 3% |
| 2018 | 6,923,533 | 10,867,685 | −3,944,152 | 28.8 | 40% |
| 2019 | 7,946,640 | 9,404,857 | −1,458,217 | 31.4 | 43% |
| 2020 | 5,470,345 | 7,524,678 | −2,054,333 | 36.0 | 40% |
| 2021 | 6,661,464 | 5,781,562 | 879,902 | 53.5 | 41% |
| 2022 | 7,244,660 | 6,688,180 | 556,480 | 44.8 | 43% |
| 2023 | 10,079,782 | 6,134,018 | 3,945,764 | 56.8 | 39% |
| 2024 | 5,338,097 | 6,641,188 | −1,303,091 | 51.0 | 40% |
In its most recent public year (2024), this organization spent $1,303,091 more than it brought in. Its reserves stood at about 51 months of spending, up from 30.4 in 2011. Staff pay was 40% of spending. $16,863,944 of its net assets are donor-restricted.
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 2024. 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
Montpelier Foundation's IRS filings as a feed — one entry per filing year, through 2024. 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