Beatrice M Schmitz Endowed Memorial Trust Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2013 | 104,136 | 116,698 | −12,562 | 133.0 | 18% |
| 2014 | 61,800 | 70,472 | −8,672 | 218.8 | 31% |
| 2015 | 63,780 | 72,007 | −8,227 | 212.7 | 31% |
| 2016 | 30,116 | 69,464 | −39,348 | 213.7 | 30% |
| 2017 | 17,112 | 64,179 | −47,067 | 222.5 | 32% |
| 2018 | 192,678 | 29,207 | 163,471 | 555.3 | 47% |
| 2019 | 34,236 | 45,422 | −11,186 | 354.6 | 5% |
| 2020 | 17,624 | 36,709 | −19,085 | 432.9 | 2% |
| 2021 | 47,516 | 35,331 | 12,185 | 453.9 | 2% |
| 2022 | 83,364 | 33,579 | 49,785 | 495.3 | 3% |
| 2023 | 70,286 | 34,383 | 35,903 | 496.1 | 2% |
| 2024 | 60,184 | 41,423 | 18,761 | 417.4 | 3% |
In its most recent public year (2024), this organization brought in $18,761 more than it spent. Its reserves stood at about 417.4 months of spending, up from 133 in 2013. Staff pay was 3% 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 2024. 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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