Guy C Lee Benefit Plan Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,534,188 | 1,307,773 | 226,415 | -0.8 | 0% |
| 2012 | 1,497,436 | 1,258,537 | 238,899 | 1.6 | 0% |
| 2013 | 1,635,818 | 1,165,963 | 469,855 | 6.6 | 0% |
| 2014 | 1,756,518 | 1,811,029 | −54,511 | 3.4 | 0% |
| 2015 | 1,856,507 | 2,057,325 | −200,818 | 2.0 | 0% |
| 2016 | 2,018,006 | 2,139,812 | −121,806 | 0.9 | 0% |
| 2017 | 2,320,746 | 2,213,797 | 106,949 | 1.4 | 0% |
| 2018 | 2,463,856 | 2,493,507 | −29,651 | 1.2 | 0% |
| 2019 | 2,735,760 | 2,942,860 | −207,100 | -0.0 | 0% |
| 2020 | 3,271,758 | 3,176,312 | 95,446 | 0.4 | 0% |
| 2021 | 3,287,673 | 3,184,385 | 103,288 | -0.1 | 0% |
| 2022 | 3,959,066 | 4,320,750 | −361,684 | -0.9 | 0% |
| 2023 | 5,013,654 | 4,217,558 | 796,096 | 0.5 | 0% |
In its most recent public year (2023), this organization brought in $796,096 more than it spent. Its reserves stood at about 0.5 months of spending, up from -0.8 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
Guy C Lee Benefit Plan Tr'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