Donnelly-Boland & Associates Veba Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 4,128,719 | 3,883,952 | 244,767 | 5.7 | 0% |
| 2021 | 3,976,676 | 3,789,937 | 186,739 | 6.8 | 0% |
| 2022 | 3,997,800 | 3,839,293 | 158,507 | 6.3 | 0% |
| 2023 | 4,466,814 | 4,134,567 | 332,247 | 6.6 | 0% |
In its most recent public year (2023), this organization brought in $332,247 more than it spent. Its reserves stood at about 6.6 months of spending. Staff pay was 0% 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
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