Summerville-Trion Rotary Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 26,258 | 26,000 | 258 | 144.8 | — |
| 2012 | 28,619 | 28,000 | 619 | 134.7 | — |
| 2013 | 24,720 | 27,000 | −2,280 | 138.7 | — |
| 2014 | 18,340 | 18,000 | 340 | 208.2 | — |
| 2015 | 17,319 | 17,000 | 319 | 220.7 | — |
| 2016 | 14,847 | 19,000 | −4,153 | 194.8 | — |
| 2017 | 14,191 | 16,100 | −1,909 | 228.5 | — |
| 2018 | 15,583 | 17,100 | −1,517 | 214.1 | — |
| 2019 | 17,926 | 18,000 | −74 | 203.3 | — |
| 2020 | 12,530 | 8,000 | 4,530 | 464.3 | — |
| 2021 | 8,393 | 8,000 | 393 | 464.9 | — |
| 2022 | 20,356 | 10,000 | 10,356 | 384.3 | — |
| 2023 | 50,547 | 20,000 | 30,547 | 210.5 | — |
In its most recent public year (2023), this organization brought in $30,547 more than it spent. Its reserves stood at about 210.5 months of spending, up from 144.8 in 2011.
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
Summerville-Trion Rotary Trust'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