everyledgerAn index of 679,731 U.S. nonprofits · computed from public IRS filings · current through 2024

Monsignor Joseph P Herard Charitable Trust

Dubuque, IA / EIN 42-6622479 / Form 990-EZ / latest filing 2020
Operating record · U.S. dollars
Fiscal yearRevenueExpensesNetReserve mo.Staff %
20119,2766,4952,781308.8
20127,9648,849−885238.5
20139,2808,862418256.0
201445,9126,53439,378352.4
20155,1233,2821,841691.6
20165,1168,059−2,943291.2
201715,27215,732−460157.0
20188,99310,269−1,276218.7
201937,65416,07821,576150.2
20206,65313,144−6,491192.5

In its most recent public year (2020), this organization spent $6,491 more than it brought in. Its reserves stood at about 192.5 months of spending, down from 308.8 in 2011.

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 2020. 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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