Middleton Place Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 1,567,089 | 1,096,178 | 470,911 | 193.2 | 38% |
| 2013 | 1,462,863 | 1,057,331 | 405,532 | 206.5 | 36% |
| 2014 | 2,434,954 | 1,009,373 | 1,425,581 | 235.3 | 39% |
| 2015 | 3,205,519 | 1,632,446 | 1,573,073 | 159.5 | 45% |
| 2016 | 2,442,468 | 1,687,534 | 754,934 | 159.0 | 49% |
| 2017 | 2,652,888 | 1,694,687 | 958,201 | 167.9 | 49% |
| 2018 | 2,865,559 | 1,761,639 | 1,103,920 | 171.2 | 49% |
| 2019 | 3,294,655 | 1,823,001 | 1,471,654 | 175.4 | 48% |
| 2020 | 2,683,861 | 1,812,588 | 871,273 | 178.9 | 54% |
| 2021 | 9,851,787 | 1,564,600 | 8,287,187 | 274.5 | 50% |
| 2022 | 3,222,058 | 1,411,250 | 1,810,808 | 310.0 | 55% |
| 2023 | 2,931,771 | 2,078,237 | 853,534 | 219.0 | 43% |
In its most recent public year (2023), this organization brought in $853,534 more than it spent. Its reserves stood at about 219 months of spending, up from 193.2 in 2012. Staff pay was 43% of spending. $3,015,609 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
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