Philanthropy Southwest
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 770,902 | 769,499 | 1,403 | 17.2 | 41% |
| 2012 | 896,383 | 909,265 | −12,882 | 16.5 | 36% |
| 2013 | 832,631 | 1,038,237 | −205,606 | 12.0 | 37% |
| 2014 | 832,158 | 1,056,148 | −223,990 | 8.7 | 38% |
| 2015 | 1,074,943 | 923,693 | 151,250 | 10.6 | 38% |
| 2016 | 1,231,460 | 1,053,682 | 177,778 | 11.5 | 33% |
| 2017 | 1,195,054 | 1,040,802 | 154,252 | 14.2 | 38% |
| 2018 | 1,251,922 | 1,168,615 | 83,307 | 12.6 | 45% |
| 2019 | 1,351,686 | 1,496,536 | −144,850 | 9.6 | 36% |
| 2020 | 1,376,122 | 1,164,146 | 211,976 | 15.1 | 53% |
| 2021 | 1,479,190 | 1,652,991 | −173,801 | 10.2 | 38% |
| 2022 | 2,050,559 | 1,807,714 | 242,845 | 9.7 | 31% |
| 2023 | 2,678,418 | 2,325,090 | 353,328 | 9.8 | 30% |
In its most recent public year (2023), this organization brought in $353,328 more than it spent. Its reserves stood at about 9.8 months of spending, down from 17.2 in 2011. Staff pay was 30% of spending. $114,000 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
Philanthropy Southwest'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