Joella And Stewart Morris Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 544,728 | 328,996 | 215,732 | 187.7 | 10% |
| 2011 | 1,000,320 | 500,615 | 499,705 | 135.3 | 8% |
| 2012 | 549,777 | 121,766 | 428,011 | 598.6 | 33% |
| 2013 | 1,557,834 | 1,385,923 | 171,911 | 54.1 | 3% |
| 2014 | 875,751 | 433,543 | 442,208 | 185.1 | 12% |
| 2015 | 310,197 | 293,205 | 16,992 | 274.4 | 0% |
| 2016 | 353,906 | 176,276 | 177,630 | 468.5 | 0% |
| 2017 | 1,082,219 | 885,690 | 196,529 | 95.9 | 0% |
| 2018 | 904,564 | 1,007,440 | −102,876 | 83.1 | 0% |
| 2019 | 2,608,487 | 2,412,981 | 195,506 | 35.7 | 0% |
| 2020 | 4,135,730 | 4,012,247 | 123,483 | 21.8 | 0% |
| 2021 | 2,281,793 | 1,782,760 | 499,033 | 52.5 | 0% |
| 2022 | 2,185,889 | 2,816,529 | −630,640 | 30.5 | 0% |
| 2023 | 2,747,066 | 2,513,987 | 233,079 | 35.3 | 0% |
In its most recent public year (2023), this organization brought in $233,079 more than it spent. Its reserves stood at about 35.3 months of spending, down from 187.7 in 2010. 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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