George E Stifel Endowment Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 136,032 | 92,998 | 43,034 | 443.0 | 0% |
| 2012 | 166,189 | 97,366 | 68,823 | 431.6 | 0% |
| 2013 | 138,687 | 98,936 | 39,751 | 429.6 | 0% |
| 2014 | 190,673 | 101,105 | 89,568 | 431.0 | 0% |
| 2015 | 124,168 | 357,919 | −233,751 | 113.9 | 0% |
| 2016 | 236,245 | 209,169 | 27,076 | 196.5 | 0% |
| 2017 | 131,713 | 207,012 | −75,299 | 194.2 | 0% |
| 2018 | 163,999 | 228,732 | −64,733 | 172.3 | 0% |
| 2019 | 180,661 | 234,947 | −54,286 | 165.0 | 0% |
| 2020 | 227,396 | 255,697 | −28,301 | 150.3 | 0% |
| 2021 | 181,678 | 256,381 | −74,703 | 146.4 | 0% |
| 2022 | 414,150 | 319,991 | 94,159 | 120.8 | 0% |
| 2023 | 365,761 | 374,473 | −8,712 | 103.0 | 0% |
In its most recent public year (2023), this organization spent $8,712 more than it brought in. Its reserves stood at about 103 months of spending, down from 443 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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