Caldwell County United Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 421,519 | 422,172 | −653 | 23.6 | 20% |
| 2013 | 508,488 | 449,845 | 58,643 | 23.7 | 19% |
| 2014 | 433,390 | 440,395 | −7,005 | 24.0 | 19% |
| 2015 | 467,550 | 472,107 | −4,557 | 22.3 | 19% |
| 2016 | 418,331 | 432,693 | −14,362 | 24.0 | 23% |
| 2017 | 472,450 | 466,484 | 5,966 | 22.4 | 22% |
| 2018 | 364,112 | 519,580 | −155,468 | 16.5 | 19% |
| 2019 | 50,175 | 152,055 | −101,880 | 40.4 | 15% |
| 2020 | 441,409 | 531,044 | −89,635 | 9.6 | 18% |
| 2021 | 404,892 | 341,470 | 63,422 | 16.9 | 25% |
| 2022 | 402,782 | 403,212 | −430 | 14.3 | 17% |
| 2023 | 395,216 | 403,993 | −8,777 | 14.0 | 17% |
In its most recent public year (2023), this organization spent $8,777 more than it brought in. Its reserves stood at about 14 months of spending, down from 23.6 in 2012. Staff pay was 17% of spending. $328,510 of its net assets are donor-restricted.
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
Caldwell County United Fund'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