Simon Levi Trust Terr Haute First Natl Bank Ttee
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,036 | 2,891 | 145 | 305.0 | — |
| 2012 | 3,565 | 3,016 | 549 | 311.2 | — |
| 2013 | 3,677 | 2,719 | 958 | 370.1 | — |
| 2014 | 5,278 | 2,969 | 2,309 | 353.5 | — |
| 2015 | 3,379 | 3,008 | 371 | 343.5 | — |
| 2016 | 20,464 | 2,999 | 17,465 | 351.3 | — |
| 2017 | 3,334 | 2,680 | 654 | 430.3 | — |
| 2018 | 6,176 | 2,955 | 3,221 | 355.8 | — |
| 2019 | 3,728 | 3,034 | 694 | 396.7 | — |
| 2020 | 5,425 | 3,028 | 2,397 | 446.3 | — |
| 2021 | 6,154 | 3,032 | 3,122 | 462.3 | — |
| 2022 | 1,866 | 2,815 | −949 | 407.0 | — |
| 2023 | 7,520 | 3,262 | 4,258 | 391.0 | — |
In its most recent public year (2023), this organization brought in $4,258 more than it spent. Its reserves stood at about 391 months of spending, up from 305 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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