Wharton Memorial Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 126,554 | 115,347 | 11,207 | 52.6 | 0% |
| 2012 | 139,419 | 120,782 | 18,637 | 52.1 | 0% |
| 2013 | 102,287 | 126,287 | −24,000 | 46.6 | 0% |
| 2014 | 240,635 | 123,763 | 116,872 | 58.9 | 9% |
| 2015 | 465,071 | 99,584 | 365,487 | 117.9 | 14% |
| 2016 | 298,003 | 92,695 | 205,308 | 17.5 | 5% |
| 2017 | 23,685 | 7,171 | 16,514 | 253.8 | 0% |
| 2018 | 44,237 | 26,920 | 17,317 | 75.3 | 0% |
| 2019 | 31,806 | 15,982 | 15,824 | 144.8 | 0% |
| 2020 | 12,000 | 9,680 | 2,320 | 241.9 | 0% |
| 2021 | 30,002 | 14,406 | 15,596 | 175.5 | 0% |
| 2022 | 4,289 | 9,178 | −4,889 | 269.1 | 0% |
| 2023 | 12,305 | 11,241 | 1,064 | 220.9 | 0% |
In its most recent public year (2023), this organization brought in $1,064 more than it spent. Its reserves stood at about 220.9 months of spending, up from 52.6 in 2011. Staff pay was 0% 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
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