The Forte Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,349,395 | 1,367,610 | −18,215 | 0.5 | 44% |
| 2012 | 1,403,600 | 1,418,867 | −15,267 | 0.4 | 44% |
| 2013 | 1,628,303 | 1,623,873 | 4,430 | 0.3 | 43% |
| 2014 | 2,012,729 | 2,039,030 | −26,301 | 0.1 | 46% |
| 2015 | 1,353,149 | 1,243,104 | 110,045 | 2.3 | 24% |
| 2016 | 3,592,575 | 3,342,888 | 249,687 | 1.7 | 48% |
| 2017 | 3,899,578 | 3,879,639 | 19,939 | 1.6 | 51% |
| 2018 | 4,277,699 | 4,444,737 | −167,038 | 0.9 | 43% |
| 2019 | 4,440,555 | 4,557,453 | −116,898 | 0.6 | 45% |
| 2020 | 4,013,043 | 3,589,034 | 424,009 | 2.2 | 56% |
| 2021 | 5,400,451 | 4,373,342 | 1,027,109 | 4.6 | 57% |
| 2022 | 5,904,218 | 6,076,532 | −172,314 | 3.0 | 53% |
| 2023 | 6,790,586 | 6,784,822 | 5,764 | 2.7 | 53% |
In its most recent public year (2023), this organization brought in $5,764 more than it spent. Its reserves stood at about 2.7 months of spending, up from 0.5 in 2011. Staff pay was 53% of spending. $100,000 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
The Forte Foundation'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