Ibma Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 54,205 | 38,743 | 15,462 | 74.2 | — |
| 2012 | 40,139 | 55,315 | −15,176 | 48.7 | — |
| 2013 | 19,017 | 82,163 | −63,146 | 23.6 | — |
| 2014 | 96,361 | 56,526 | 39,835 | 42.7 | — |
| 2015 | 72,446 | 26,967 | 45,479 | 109.8 | — |
| 2016 | 46,200 | 50,774 | −4,574 | 57.2 | — |
| 2017 | 59,042 | 68,243 | −9,201 | 41.0 | — |
| 2018 | 94,371 | 58,122 | 36,249 | 55.3 | — |
| 2019 | 63,892 | 30,926 | 32,966 | 118.2 | — |
| 2020 | 114,023 | 57,940 | 56,083 | 76.2 | — |
| 2021 | 20,659 | 25,469 | −4,810 | 174.4 | — |
| 2022 | 48,297 | 59,164 | −10,867 | 70.0 | — |
| 2023 | 24,547 | 6,581 | 17,966 | 677.8 | — |
In its most recent public year (2023), this organization brought in $17,966 more than it spent. Its reserves stood at about 677.8 months of spending, up from 74.2 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
Ibma 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