Union County Historical Society Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 277,894 | 137,604 | 140,290 | 142.9 | 6% |
| 2021 | 253,823 | 186,126 | 67,697 | 110.5 | 4% |
| 2022 | 309,937 | 255,127 | 54,810 | 82.6 | 3% |
| 2023 | 279,664 | 207,813 | 71,851 | 106.0 | 6% |
In its most recent public year (2023), this organization brought in $71,851 more than it spent. Its reserves stood at about 106 months of spending, down from 142.9 in 2020. Staff pay was 6% of spending. $367,657 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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