Nathalie & Theodore Jones Charit Tr Lotte Scharfman Memorial Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2019 | 26,168 | 54,832 | −28,664 | 119.4 | 19% |
| 2020 | 50,285 | 57,914 | −7,629 | 111.2 | 18% |
| 2021 | 121,864 | 64,383 | 57,481 | 110.6 | 18% |
| 2022 | 60,499 | 63,423 | −2,924 | 111.5 | 18% |
| 2023 | 49,419 | 59,293 | −9,874 | 117.0 | 19% |
In its most recent public year (2023), this organization spent $9,874 more than it brought in. Its reserves stood at about 117 months of spending, down from 119.4 in 2019. 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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