Saddleback Memorial Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 19,461,950 | 5,816,331 | 13,645,619 | 225.8 | 14% |
| 2012 | 9,271,232 | 4,730,734 | 4,540,498 | 277.5 | 18% |
| 2013 | 9,944,158 | 6,547,128 | 3,397,030 | 212.7 | 13% |
| 2014 | 11,897,664 | 9,794,095 | 2,103,569 | 152.5 | 11% |
| 2015 | 10,106,286 | 6,553,533 | 3,552,753 | 222.6 | 17% |
| 2016 | 8,706,445 | 5,593,743 | 3,112,702 | 253.8 | 16% |
| 2017 | 9,636,585 | 3,437,474 | 6,199,111 | 463.1 | 28% |
| 2018 | 15,824,811 | 2,520,151 | 13,304,660 | 666.3 | 44% |
| 2019 | 2,989,098 | 9,857,035 | −6,867,937 | 167.8 | 11% |
| 2020 | 9,679,340 | 3,242,959 | 6,436,381 | 517.1 | 31% |
| 2021 | 12,310,516 | 2,380,665 | 9,929,851 | 853.9 | 49% |
| 2022 | 25,315,166 | 4,765,286 | 20,549,880 | 404.9 | 29% |
| 2023 | 4,065,188 | 5,359,853 | −1,294,665 | 383.5 | 30% |
In its most recent public year (2023), this organization spent $1,294,665 more than it brought in. Its reserves stood at about 383.5 months of spending, up from 225.8 in 2011. Staff pay was 30% of spending. $95,642,683 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 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
Saddleback Memorial 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