Uta Jerome Nerman Family Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 61,653 | 31,610 | 30,043 | 89.7 | — |
| 2012 | 47,024 | 52,340 | −5,316 | 52.9 | — |
| 2013 | 59,315 | 42,612 | 16,703 | 69.7 | — |
| 2014 | 59,315 | 42,612 | 16,703 | 69.7 | — |
| 2016 | 68,315 | 38,194 | 30,121 | 84.1 | — |
| 2017 | 44,135 | 38,449 | 5,686 | 85.4 | — |
| 2018 | 69,133 | 30,600 | 38,533 | 122.4 | — |
| 2019 | 54,381 | 21,134 | 33,247 | 196.0 | — |
| 2020 | 3,095 | 56,340 | −53,245 | 62.2 | — |
| 2021 | 88,941 | 42,915 | 46,026 | 94.5 | — |
| 2022 | 97,098 | 62,493 | 34,605 | 71.6 | — |
| 2023 | 85,909 | 66,000 | 19,909 | 70.9 | — |
In its most recent public year (2023), this organization brought in $19,909 more than it spent. Its reserves stood at about 70.9 months of spending, down from 89.7 in 2011.
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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