Episcopal Retirement Services
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2015 | 0 | 0 | 0 | — | — |
| 2016 | 6,025,367 | 6,783,651 | −758,284 | 25.2 | 43% |
| 2017 | 7,480,335 | 6,875,789 | 604,546 | 26.2 | 48% |
| 2018 | 6,285,574 | 6,333,284 | −47,710 | 31.5 | 53% |
| 2019 | 6,554,133 | 6,998,640 | −444,507 | 29.4 | 51% |
| 2020 | 7,686,125 | 7,191,627 | 494,498 | 31.9 | 50% |
| 2021 | 9,263,844 | 7,753,176 | 1,510,668 | 32.7 | 47% |
| 2022 | 8,174,029 | 5,301,722 | 2,872,307 | 46.7 | 54% |
| 2023 | 6,239,462 | 6,086,037 | 153,425 | 40.0 | 47% |
In its most recent public year (2023), this organization brought in $153,425 more than it spent. Its reserves stood at about 40 months of spending. Staff pay was 47% of spending. $6,784,383 of its net assets are donor-restricted.
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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