The Charlotte Helen Bacon Foundation Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2014 | 106,745 | 70,779 | 35,966 | 8.9 | — |
| 2015 | 80,675 | 77,851 | 2,824 | 8.5 | — |
| 2016 | 73,101 | 70,255 | 2,846 | 9.9 | — |
| 2017 | 23,227 | 56,503 | −33,276 | 5.3 | — |
| 2018 | 27,204 | 23,505 | 3,699 | 14.6 | — |
| 2019 | 156,137 | 35,563 | 120,574 | 50.3 | — |
| 2020 | 15,245 | 38,508 | −23,263 | 38.4 | — |
| 2021 | 37,532 | 16,778 | 20,754 | 103.0 | — |
In its most recent public year (2021), this organization brought in $20,754 more than it spent. Its reserves stood at about 103 months of spending, up from 8.9 in 2014.
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 2021. 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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