Petaluma Valley Rotary Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 25,701 | 25,278 | 423 | 36.5 | — |
| 2012 | 25,633 | 27,301 | −1,668 | 35.1 | — |
| 2013 | 36,386 | 35,849 | 537 | 28.1 | — |
| 2014 | 83,280 | 31,935 | 51,345 | 53.2 | — |
| 2015 | 150,157 | 162,384 | −12,227 | 9.6 | — |
| 2016 | 79,738 | 67,989 | 11,749 | 24.9 | — |
| 2017 | 70,763 | 53,001 | 17,762 | 36.0 | — |
| 2018 | 79,248 | 39,688 | 39,560 | 60.0 | — |
| 2019 | 83,696 | 72,986 | 10,710 | 34.4 | — |
| 2020 | 109,617 | 75,364 | 34,253 | 38.8 | — |
| 2021 | 60,077 | 75,501 | −15,424 | 36.2 | — |
| 2022 | 41,761 | 76,114 | −34,353 | 30.5 | — |
| 2023 | 160,842 | 75,047 | 85,795 | 44.7 | — |
| 2024 | 73,621 | 80,573 | −6,952 | 44.2 | — |
In its most recent public year (2024), this organization spent $6,952 more than it brought in. Its reserves stood at about 44.2 months of spending, up from 36.5 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 2024. 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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