Community Foundation Of The Upper Peninsula
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,434,750 | 1,621,380 | −186,630 | 134.5 | 17% |
| 2012 | 3,886,425 | 2,351,657 | 1,534,768 | 103.3 | 14% |
| 2013 | 2,611,565 | 3,026,871 | −415,306 | 87.2 | 13% |
| 2014 | 2,168,184 | 1,984,461 | 183,723 | 133.7 | 17% |
| 2015 | 2,384,244 | 2,091,355 | 292,889 | 122.0 | 17% |
| 2016 | 1,656,106 | 2,011,962 | −355,856 | 129.3 | 20% |
| 2017 | 5,008,669 | 2,048,065 | 2,960,604 | 155.3 | 19% |
| 2018 | 2,977,507 | 2,171,844 | 805,663 | 137.3 | 13% |
| 2019 | 3,444,703 | 3,210,744 | 233,959 | 106.2 | 10% |
| 2020 | 3,827,347 | 2,201,797 | 1,625,550 | 174.4 | 15% |
| 2021 | 6,857,620 | 2,927,494 | 3,930,126 | 190.1 | 14% |
| 2022 | 5,653,064 | 3,570,716 | 2,082,348 | 132.4 | 17% |
| 2023 | 4,657,625 | 3,654,685 | 1,002,940 | 114.5 | 19% |
In its most recent public year (2023), this organization brought in $1,002,940 more than it spent. Its reserves stood at about 114.5 months of spending, down from 134.5 in 2011. Staff pay was 19% of spending. $31,342,603 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
Community Foundation Of The Upper Peninsula'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