Schwartz Institute Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 65,819 | 62,728 | 3,091 | 3.0 | — |
| 2012 | 86,645 | 86,947 | −302 | 2.1 | — |
| 2013 | 62,444 | 63,285 | −841 | 2.8 | — |
| 2014 | 105,795 | 109,169 | −3,374 | 1.2 | — |
| 2015 | 77,879 | 75,590 | 2,289 | 2.2 | — |
| 2016 | 98,106 | 88,623 | 9,483 | 3.1 | — |
| 2017 | 148,473 | 138,370 | 10,103 | 2.9 | — |
| 2018 | 115,668 | 121,817 | −6,149 | 2.7 | — |
| 2019 | 101,042 | 118,164 | −17,122 | 1.0 | — |
| 2020 | 126,400 | 122,610 | 3,790 | 1.3 | — |
| 2021 | 101,042 | 118,164 | −17,122 | 1.0 | — |
| 2022 | 123,654 | 129,151 | −5,497 | 0.3 | — |
| 2023 | 134,864 | 124,648 | 10,216 | 1.3 | — |
In its most recent public year (2023), this organization brought in $10,216 more than it spent. Its reserves stood at about 1.3 months of spending, down from 3 in 2011.
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
Schwartz Institute Inc'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