James L Davis Tr Ua
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 22,339 | 23,459 | −1,120 | 225.4 | 25% |
| 2012 | 19,887 | 23,397 | −3,510 | 225.2 | 27% |
| 2013 | 27,106 | 21,124 | 5,982 | 253.6 | 32% |
| 2014 | 32,852 | 26,615 | 6,237 | 203.8 | 27% |
| 2015 | 30,931 | 26,385 | 4,546 | 208.1 | 26% |
| 2016 | 14,999 | 20,271 | −5,272 | 270.4 | 20% |
| 2017 | 26,561 | 23,915 | 2,646 | 228.8 | 38% |
| 2018 | 31,752 | 24,359 | 7,393 | 231.1 | 42% |
| 2019 | 33,664 | 58,780 | −25,116 | 90.3 | 17% |
| 2020 | 50,478 | 24,119 | 26,359 | 232.6 | 40% |
| 2021 | 42,907 | 34,633 | 8,274 | 163.6 | 20% |
| 2022 | 15,487 | 39,449 | −23,962 | 136.8 | 26% |
| 2023 | 23,963 | 23,257 | 706 | 232.6 | 42% |
In its most recent public year (2023), this organization brought in $706 more than it spent. Its reserves stood at about 232.6 months of spending, up from 225.4 in 2011. Staff pay was 42% 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
James L Davis Tr Ua'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