Whaley Memorial Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,780,115 | 3,686,262 | 93,853 | 20.3 | 62% |
| 2013 | 3,996,165 | 3,964,503 | 31,662 | 22.1 | 62% |
| 2014 | 7,956,127 | 4,188,862 | 3,767,265 | 31.8 | 62% |
| 2015 | 4,001,320 | 3,860,756 | 140,564 | 32.9 | 60% |
| 2016 | 3,662,353 | 5,064,668 | −1,402,315 | 23.0 | 63% |
| 2017 | 4,650,812 | 5,087,743 | −436,931 | 23.8 | 66% |
| 2018 | 6,894,171 | 5,418,094 | 1,476,077 | 21.8 | 66% |
| 2019 | 7,371,596 | 5,856,117 | 1,515,479 | 23.0 | 66% |
| 2020 | 5,605,464 | 6,205,341 | −599,877 | 22.1 | 65% |
| 2021 | 7,553,701 | 6,386,042 | 1,167,659 | 26.5 | 64% |
| 2022 | 7,356,702 | 6,695,218 | 661,484 | 24.3 | 62% |
| 2023 | 7,398,174 | 8,329,485 | −931,311 | 20.7 | 64% |
In its most recent public year (2023), this organization spent $931,311 more than it brought in. Its reserves stood at about 20.7 months of spending. Staff pay was 64% of spending. $10,760,236 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
Whaley 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