Loretta K Vogt Char Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 187,382 | 241,290 | −53,908 | 541.9 | 16% |
| 2021 | 467,142 | 195,423 | 271,719 | 688.8 | 24% |
| 2022 | 297,390 | 251,076 | 46,314 | 535.3 | 18% |
| 2023 | 322,217 | 239,904 | 82,313 | 566.9 | 19% |
In its most recent public year (2023), this organization brought in $82,313 more than it spent. Its reserves stood at about 566.9 months of spending, up from 541.9 in 2020. Staff pay was 19% 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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