Charlevoix Historical Society
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 61,391 | 80,414 | −19,023 | 78.6 | 32% |
| 2012 | 67,854 | 100,111 | −32,257 | 59.3 | 27% |
| 2013 | 75,420 | 89,217 | −13,797 | 64.8 | — |
| 2014 | 107,053 | 219,985 | −112,932 | 20.2 | — |
| 2015 | 120,910 | 112,033 | 8,877 | 40.7 | — |
| 2016 | 108,022 | 145,827 | −37,805 | 28.1 | — |
| 2017 | 147,505 | 115,040 | 32,465 | 39.1 | — |
| 2018 | 283,948 | 148,978 | 134,970 | 40.9 | 36% |
| 2019 | 105,290 | 119,390 | −14,100 | 49.6 | — |
| 2020 | 174,848 | 140,760 | 34,088 | 45.0 | 36% |
| 2021 | 185,694 | 138,763 | 46,931 | 49.7 | 45% |
| 2022 | 176,361 | 145,505 | 30,856 | 49.7 | 45% |
| 2023 | 284,561 | 207,368 | 77,193 | 39.3 | 35% |
In its most recent public year (2023), this organization brought in $77,193 more than it spent. Its reserves stood at about 39.3 months of spending, down from 78.6 in 2011. Staff pay was 35% 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
Charlevoix Historical Society'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