Margaret Smith Weeks & Marie Stuart Smith Memorial Charitable Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,542,343 | 2,461,673 | 80,670 | 19.4 | 9% |
| 2012 | 5,689,694 | 5,630,060 | 59,634 | 8.6 | 5% |
| 2013 | 2,429,069 | 2,078,966 | 350,103 | 23.4 | 9% |
| 2014 | 2,558,174 | 2,797,999 | −239,825 | 16.6 | 8% |
| 2015 | 2,309,943 | 2,279,752 | 30,191 | 20.5 | 9% |
| 2016 | 1,337,762 | 1,450,987 | −113,225 | 31.2 | 8% |
| 2017 | 1,777,686 | 1,554,056 | 223,630 | 30.9 | 11% |
| 2018 | 1,484,966 | 1,149,270 | 335,696 | 45.3 | 11% |
| 2019 | 1,226,820 | 956,415 | 270,405 | 57.8 | 14% |
| 2020 | 644,372 | 714,691 | −70,319 | 76.2 | 14% |
| 2021 | 1,318,490 | 843,442 | 475,048 | 71.7 | 15% |
| 2022 | 2,923,962 | 2,366,598 | 557,364 | 28.4 | 10% |
| 2023 | 1,621,328 | 1,455,244 | 166,084 | 47.5 | 13% |
In its most recent public year (2023), this organization brought in $166,084 more than it spent. Its reserves stood at about 47.5 months of spending, up from 19.4 in 2011. Staff pay was 13% of spending.
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
Margaret Smith Weeks & Marie Stuart Smith Memorial Charitable 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