Heritage Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 175,029 | 180,231 | −5,202 | 1.7 | 7% |
| 2011 | 183,371 | 183,275 | 96 | 1.7 | 60% |
| 2012 | 179,846 | 168,286 | 11,560 | 2.7 | 66% |
| 2013 | 183,035 | 182,340 | 695 | 2.5 | 61% |
| 2014 | 165,679 | 171,801 | −6,122 | 2.2 | 66% |
| 2015 | 175,193 | 174,686 | 507 | 2.2 | 68% |
| 2016 | 156,385 | 158,749 | −2,364 | 2.3 | 74% |
| 2017 | 206,858 | 174,085 | 32,773 | 4.3 | 66% |
| 2018 | 197,097 | 177,334 | 19,763 | 5.6 | 67% |
| 2019 | 192,692 | 153,876 | 38,816 | 9.5 | 72% |
| 2020 | 167,624 | 169,959 | −2,335 | 8.4 | 65% |
| 2021 | 209,341 | 184,506 | 24,835 | 9.4 | 67% |
| 2022 | 228,919 | 231,617 | −2,698 | 7.3 | 58% |
| 2023 | 253,316 | 215,439 | 37,877 | 10.0 | 64% |
In its most recent public year (2023), this organization brought in $37,877 more than it spent. Its reserves stood at about 10 months of spending, up from 1.7 in 2010. Staff pay was 64% 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
Heritage 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