Historic South Initiative
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2014 | 92,300 | 36,186 | 56,114 | 18.6 | — |
| 2015 | 571,391 | 177,082 | 394,309 | 30.5 | 67% |
| 2016 | 540,374 | 330,949 | 209,425 | 26.7 | 40% |
| 2017 | 573,655 | 384,549 | 189,106 | 30.2 | 37% |
| 2018 | 761,703 | 910,055 | −148,352 | 10.6 | 20% |
| 2019 | 835,547 | 843,447 | −7,900 | 11.5 | 24% |
| 2020 | 1,266,606 | 1,245,937 | 20,669 | 8.2 | 9% |
| 2021 | 1,475,675 | 1,199,425 | 276,250 | 11.5 | 16% |
| 2022 | 2,301,714 | 2,025,588 | 276,126 | 8.2 | 11% |
| 2023 | 3,441,609 | 3,049,947 | 391,662 | 7.7 | 8% |
In its most recent public year (2023), this organization brought in $391,662 more than it spent. Its reserves stood at about 7.7 months of spending, down from 18.6 in 2014. Staff pay was 8% 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
Historic South Initiative's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works