Montgomery Institute
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,741,048 | 1,667,473 | 73,575 | 11.2 | 24% |
| 2012 | 1,944,449 | 2,150,961 | −206,512 | 7.5 | 19% |
| 2013 | 1,753,479 | 1,722,424 | 31,055 | 9.6 | 14% |
| 2014 | 578,287 | 463,811 | 114,476 | 38.8 | 57% |
| 2015 | 574,400 | 662,811 | −88,411 | 25.5 | 51% |
| 2016 | 724,422 | 556,728 | 167,694 | 34.0 | 58% |
| 2017 | 703,381 | 573,494 | 129,887 | 35.7 | 55% |
| 2018 | 563,222 | 376,496 | 186,726 | 60.4 | 65% |
| 2019 | 396,872 | 422,477 | −25,605 | 53.1 | 69% |
| 2020 | 299,421 | 426,392 | −126,971 | 49.0 | 73% |
| 2021 | 820,196 | 444,470 | 375,726 | 57.2 | 74% |
| 2022 | 274,955 | 380,287 | −105,332 | 63.5 | 69% |
| 2023 | 271,637 | 259,301 | 12,336 | 93.7 | 72% |
In its most recent public year (2023), this organization brought in $12,336 more than it spent. Its reserves stood at about 93.7 months of spending, up from 11.2 in 2011. Staff pay was 72% of spending. $1,414,130 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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