The Bernice Wheaton Charitable Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 26,735 | 49,507 | −22,772 | 247.2 | 0% |
| 2012 | 26,374 | 47,358 | −20,984 | 253.1 | 0% |
| 2013 | 26,751 | 44,744 | −17,993 | 263.0 | 0% |
| 2014 | 33,168 | 53,675 | −20,507 | 214.7 | 0% |
| 2015 | 43,305 | 43,605 | −300 | 264.2 | 0% |
| 2016 | 39,224 | 37,608 | 1,616 | 306.8 | 0% |
| 2017 | 47,783 | 40,503 | 7,280 | 287.1 | 0% |
| 2018 | 50,094 | 42,066 | 8,028 | 278.7 | 0% |
| 2019 | 58,156 | 43,870 | 14,286 | 271.1 | 0% |
| 2020 | 16,421 | 45,411 | −28,990 | 254.3 | 0% |
| 2021 | 79,179 | 38,304 | 40,875 | 314.3 | 0% |
| 2022 | 15,613 | 43,784 | −28,171 | 258.4 | 0% |
| 2023 | 57,238 | 46,484 | 10,754 | 246.2 | 0% |
In its most recent public year (2023), this organization brought in $10,754 more than it spent. Its reserves stood at about 246.2 months of spending. Staff pay was 0% 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
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