Nathalie And Theodore Jones Char Tr Fbo Unitarian Univ Assc Award Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 116,432 | 37,181 | 79,251 | 264.7 | 21% |
| 2012 | 28,125 | 40,419 | −12,294 | 240.0 | 21% |
| 2013 | 31,288 | 43,155 | −11,867 | 221.4 | 20% |
| 2014 | 49,438 | 52,551 | −3,113 | 181.4 | 18% |
| 2015 | 49,911 | 56,570 | −6,659 | 167.7 | 16% |
| 2016 | 37,860 | 54,202 | −16,342 | 171.3 | 17% |
| 2017 | 30,609 | 58,029 | −27,420 | 154.4 | 16% |
| 2018 | −18,667 | 62,934 | −81,601 | 127.3 | 15% |
| 2019 | 35,121 | 65,140 | −30,019 | 116.5 | 19% |
| 2020 | 59,078 | 64,906 | −5,828 | 115.7 | 19% |
| 2021 | 145,751 | 77,018 | 68,733 | 108.1 | 18% |
| 2022 | 66,216 | 72,992 | −6,776 | 112.8 | 19% |
| 2023 | 50,821 | 69,381 | −18,560 | 115.4 | 19% |
In its most recent public year (2023), this organization spent $18,560 more than it brought in. Its reserves stood at about 115.4 months of spending, down from 264.7 in 2011. Staff pay was 19% 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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