Nathalie & Theodore Jones Charitabl Tr Fbo First Parish In Waltham
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2019 | 85,597 | 146,269 | −60,672 | 139.6 | 19% |
| 2020 | 152,345 | 146,929 | 5,416 | 139.0 | 19% |
| 2021 | 299,930 | 171,590 | 128,340 | 127.8 | 18% |
| 2022 | 157,704 | 162,355 | −4,651 | 134.6 | 19% |
In its most recent public year (2022), this organization spent $4,651 more than it brought in. Its reserves stood at about 134.6 months of spending, down from 139.6 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 2022. 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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