Southlake Oak Tree Estates Homeowners Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2015 | 27,335 | 79,596 | −52,261 | 13.9 | — |
| 2016 | 82,037 | 71,041 | 10,996 | 17.4 | — |
| 2017 | 83,463 | 83,213 | 250 | 14.9 | — |
| 2018 | 82,989 | 95,426 | −12,437 | 11.4 | — |
| 2019 | 87,423 | 81,109 | 6,314 | 14.4 | — |
| 2020 | 88,144 | 76,847 | 11,297 | 16.9 | — |
| 2021 | 83,081 | 93,643 | −10,562 | 12.5 | — |
| 2022 | 82,575 | 80,419 | 2,156 | 14.9 | — |
| 2023 | 93,478 | 80,511 | 12,967 | 16.8 | — |
In its most recent public year (2023), this organization brought in $12,967 more than it spent. Its reserves stood at about 16.8 months of spending, up from 13.9 in 2015.
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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