Catholic Investment Services Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2014 | 3,061,257 | 1,083,137 | 1,978,120 | 21.7 | 53% |
| 2015 | 1,377,486 | 1,142,299 | 235,187 | 23.2 | 63% |
| 2016 | 778,371 | 1,292,613 | −514,242 | 9.7 | 60% |
| 2017 | 1,469,085 | 1,388,331 | 80,754 | 9.8 | 59% |
| 2018 | 1,218,477 | 1,378,122 | −159,645 | 8.4 | 54% |
| 2019 | 1,836,515 | 1,792,452 | 44,063 | 6.1 | 54% |
| 2020 | 1,667,019 | 2,006,812 | −339,793 | 3.4 | 60% |
| 2021 | 2,110,461 | 1,999,357 | 111,104 | 4.1 | 66% |
| 2022 | 1,984,985 | 1,926,688 | 58,297 | 4.6 | 62% |
| 2023 | 2,192,124 | 2,192,585 | −461 | 3.2 | 55% |
In its most recent public year (2023), this organization spent $461 more than it brought in. Its reserves stood at about 3.2 months of spending, down from 21.7 in 2014. Staff pay was 55% 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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