Julia Woods Wagner Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 67,743 | 29,547 | 38,196 | 583.4 | 24% |
| 2012 | 33,345 | 50,582 | −17,237 | 336.8 | 14% |
| 2013 | 31,421 | 47,834 | −16,413 | 352.0 | 15% |
| 2014 | 79,660 | 37,546 | 42,114 | 462.0 | 19% |
| 2015 | 29,042 | 37,288 | −8,246 | 462.5 | 18% |
| 2016 | 3,425 | 42,569 | −39,144 | 394.1 | 16% |
| 2017 | 22,322 | 39,987 | −17,665 | 414.3 | 17% |
| 2018 | 37,192 | 40,380 | −3,188 | 409.5 | 16% |
| 2019 | 23,061 | 47,097 | −24,036 | 345.0 | 14% |
| 2020 | 24,423 | 41,275 | −16,852 | 388.6 | 16% |
| 2021 | 45,429 | 41,151 | 4,278 | 391.1 | 16% |
| 2022 | 23,108 | 54,387 | −31,279 | 289.0 | 28% |
| 2023 | 41,279 | 38,576 | 2,703 | 408.3 | 58% |
In its most recent public year (2023), this organization brought in $2,703 more than it spent. Its reserves stood at about 408.3 months of spending, down from 583.4 in 2011. Staff pay was 58% 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
Julia Woods Wagner Trust'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