James D Phillips Tr Uw Atr5 Par 2-10-9622-00-1
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 118,073 | 134,997 | −16,924 | 263.5 | 23% |
| 2021 | 274,886 | 127,845 | 147,041 | 292.1 | 21% |
| 2022 | 982,707 | 128,917 | 853,790 | 369.1 | 20% |
| 2023 | 118,978 | 107,441 | 11,537 | 443.8 | 22% |
In its most recent public year (2023), this organization brought in $11,537 more than it spent. Its reserves stood at about 443.8 months of spending, up from 263.5 in 2020. Staff pay was 22% 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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