Santa Maria Valley Community Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2018 | 50,589 | 37,985 | 12,604 | 9.3 | — |
| 2019 | 120,307 | 91,206 | 29,101 | 7.7 | — |
| 2020 | 151,231 | 99,478 | 51,753 | 13.3 | — |
| 2021 | 451,895 | 160,669 | 291,226 | 30.0 | 0% |
| 2022 | 108,909 | 447,310 | −338,401 | 1.7 | — |
| 2023 | 132,342 | 140,952 | −8,610 | 4.6 | — |
In its most recent public year (2023), this organization spent $8,610 more than it brought in. Its reserves stood at about 4.6 months of spending, down from 9.3 in 2018.
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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