Trust Uw Marshall Simonds
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 76,048 | 126,725 | −50,677 | 124.2 | 14% |
| 2012 | 66,682 | 98,540 | −31,858 | 155.9 | 18% |
| 2013 | 96,352 | 101,752 | −5,400 | 150.3 | 19% |
| 2014 | 838,343 | 109,982 | 728,361 | 218.4 | 19% |
| 2015 | 68,065 | 115,690 | −47,625 | 202.7 | 21% |
| 2016 | 60,467 | 109,523 | −49,056 | 208.7 | 22% |
| 2017 | 181,905 | 107,975 | 73,930 | 219.4 | 23% |
| 2018 | 178,992 | 104,610 | 74,382 | 235.0 | 25% |
| 2019 | 78,162 | 99,740 | −21,578 | 243.3 | 26% |
| 2020 | 149,730 | 98,003 | 51,727 | 254.0 | 27% |
| 2021 | 477,888 | 102,398 | 375,490 | 287.4 | 31% |
| 2022 | −56,928 | 104,502 | −161,430 | 263.8 | 28% |
| 2023 | 60,499 | 108,830 | −48,331 | 247.1 | 27% |
In its most recent public year (2023), this organization spent $48,331 more than it brought in. Its reserves stood at about 247.1 months of spending, up from 124.2 in 2011. Staff pay was 27% 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
Trust Uw Marshall Simonds'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