Nathalie & Theodore Jones Char Tr Fbo Unitarian Universalist Assoc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2019 | 34,922 | 64,966 | −30,044 | 117.1 | 19% |
| 2020 | 59,190 | 64,957 | −5,767 | 116.0 | 0% |
| 2021 | 145,813 | 77,151 | 68,662 | 108.2 | 18% |
| 2022 | 65,010 | 72,979 | −7,969 | 113.0 | 19% |
| 2023 | 51,125 | 69,384 | −18,259 | 115.6 | 19% |
In its most recent public year (2023), this organization spent $18,259 more than it brought in. Its reserves stood at about 115.6 months of spending, down from 117.1 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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