Southwestern Medical Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 85,979,054 | 30,120,576 | 55,858,478 | 307.1 | 3% |
| 2012 | 55,868,215 | 28,329,963 | 27,538,252 | 349.7 | 4% |
| 2013 | 62,684,985 | 32,155,990 | 30,528,995 | 347.5 | 4% |
| 2014 | 43,030,167 | 172,692,560 | −129,662,393 | 55.9 | 1% |
| 2015 | 74,160,691 | 36,223,071 | 37,937,620 | 256.2 | 4% |
| 2016 | 59,761,492 | 37,693,736 | 22,067,756 | 260.6 | 4% |
| 2017 | 69,734,165 | 37,636,595 | 32,097,570 | 294.9 | 4% |
| 2018 | 85,008,274 | 36,956,167 | 48,052,107 | 290.3 | 4% |
| 2019 | 50,953,403 | 33,595,280 | 17,358,123 | 357.7 | 5% |
| 2020 | 30,251,588 | 39,615,826 | −9,364,238 | 336.8 | 4% |
| 2021 | 133,001,887 | 54,537,915 | 78,463,972 | 288.9 | 4% |
| 2022 | 79,182,549 | 81,194,379 | −2,011,830 | 165.1 | 3% |
| 2023 | 72,790,697 | 51,850,614 | 20,940,083 | 275.1 | 4% |
In its most recent public year (2023), this organization brought in $20,940,083 more than it spent. Its reserves stood at about 275.1 months of spending, down from 307.1 in 2011. Staff pay was 4% of spending. $1,127,042,588 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
Southwestern Medical 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