Trust U/W Amy Lowell 10th Clause Conrad W Oberdorfer Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 1,014,359 | 1,065,909 | −51,550 | 343.7 | 0% |
| 2021 | 4,152,875 | 1,159,435 | 2,993,440 | 352.8 | 0% |
| 2022 | −317,457 | 1,388,417 | −1,705,874 | 228.8 | 0% |
| 2023 | 1,574,865 | 1,383,087 | 191,778 | 231.3 | 2% |
In its most recent public year (2023), this organization brought in $191,778 more than it spent. Its reserves stood at about 231.3 months of spending, down from 343.7 in 2020. Staff pay was 2% 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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