Trust U/W Alpine Mclean Aka
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 25,683 | 217,660 | −191,977 | 127.3 | 10% |
| 2012 | 124,362 | 210,087 | −85,725 | 127.0 | 10% |
| 2013 | 264,726 | 202,185 | 62,541 | 135.7 | 11% |
| 2014 | 112,009 | 204,811 | −92,802 | 128.5 | 11% |
| 2015 | 283,185 | 254,316 | 28,869 | 104.9 | 9% |
| 2016 | 114,503 | 221,288 | −106,785 | 114.7 | 10% |
| 2017 | 303,766 | 229,583 | 74,183 | 114.4 | 8% |
| 2018 | 144,414 | 239,225 | −94,811 | 105.1 | 10% |
| 2019 | 146,999 | 243,920 | −96,921 | 98.3 | 10% |
| 2020 | 131,970 | 239,314 | −107,344 | 94.7 | 10% |
| 2021 | 199,729 | 234,531 | −34,802 | 315.1 | 11% |
| 2022 | 257,580 | 237,324 | 20,256 | 260.8 | 11% |
| 2023 | 198,012 | 244,032 | −46,020 | 271.9 | 9% |
In its most recent public year (2023), this organization spent $46,020 more than it brought in. Its reserves stood at about 271.9 months of spending, up from 127.3 in 2011. Staff pay was 9% 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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