Lulu & Leo Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2013 | 169,513 | 0 | 169,513 | — | — |
| 2014 | 60,000 | 117,134 | −57,134 | 11.5 | — |
| 2015 | 1,150,249 | 367,410 | 782,839 | 29.2 | 43% |
| 2016 | 554,048 | 500,538 | 53,510 | 22.7 | 32% |
| 2017 | 372,107 | 478,745 | −106,638 | 21.1 | 37% |
| 2018 | 531,863 | 446,496 | 85,367 | 24.9 | 47% |
| 2019 | 758,858 | 483,481 | 275,377 | 29.9 | 51% |
| 2020 | 349,074 | 452,113 | −103,039 | 29.2 | 62% |
| 2021 | 360,094 | 456,825 | −96,731 | 26.3 | 66% |
| 2022 | 335,092 | 412,398 | −77,306 | 26.9 | 57% |
| 2023 | 729,368 | 534,194 | 195,174 | 25.2 | 49% |
In its most recent public year (2023), this organization brought in $195,174 more than it spent. Its reserves stood at about 25.2 months of spending. Staff pay was 49% 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
Lulu & Leo Fund'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