Patterson - Schwartz & Associates Foundation Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 40,000 | 36,623 | 3,377 | 1.5 | — |
| 2012 | 61,150 | 64,690 | −3,540 | 0.2 | — |
| 2013 | 59,534 | 58,465 | 1,069 | 0.4 | — |
| 2014 | 45,000 | 44,760 | 240 | 0.6 | — |
| 2015 | 59,000 | 56,573 | 2,427 | 1.0 | — |
| 2016 | 58,100 | 58,680 | −580 | 0.8 | — |
| 2017 | 67,715 | 69,976 | −2,261 | 0.3 | — |
| 2018 | 62,000 | 59,549 | 2,451 | 0.9 | — |
| 2019 | 50,340 | 52,700 | −2,360 | 0.4 | — |
| 2020 | 42,100 | 42,100 | 0 | 0.5 | — |
In its most recent public year (2020), this organization brought in $0 more than it spent. Its reserves stood at about 0.5 months 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 2020. 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
Patterson - Schwartz & Associates Foundation Inc's IRS filings as a feed — one entry per filing year, through 2020. 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