Luella C Oliver Trust Ronald Shaefer & John A Taylor Ttees
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 75,149 | 61,615 | 13,534 | 108.5 | 8% |
| 2012 | 74,414 | 72,772 | 1,642 | 91.6 | 9% |
| 2013 | 57,460 | 74,915 | −17,455 | 90.9 | 8% |
| 2014 | 55,357 | 45,011 | 10,346 | 154.4 | 12% |
| 2015 | 53,516 | 43,977 | 9,539 | 160.9 | 12% |
| 2016 | 53,520 | 42,805 | 10,715 | 168.4 | 12% |
| 2017 | 39,272 | 42,675 | −3,403 | 171.7 | 12% |
| 2018 | 46,095 | 29,065 | 17,030 | 256.0 | 16% |
| 2019 | 47,873 | 36,790 | 11,083 | 205.0 | 12% |
| 2020 | 55,265 | 48,545 | 6,720 | 157.0 | 10% |
| 2021 | 43,192 | 48,965 | −5,773 | 157.9 | 10% |
| 2022 | 70,226 | 42,363 | 27,863 | 172.8 | 13% |
| 2023 | 35,170 | 66,675 | −31,505 | 112.9 | 13% |
In its most recent public year (2023), this organization spent $31,505 more than it brought in. Its reserves stood at about 112.9 months of spending, up from 108.5 in 2011. Staff pay was 13% of spending.
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
Luella C Oliver Trust Ronald Shaefer & John A Taylor Ttees'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