Herzstein Investments Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 2,087,819 | 2,087,819 | 0 | 143.4 | 5% |
| 2011 | 5,215,099 | 5,215,099 | 0 | 63.7 | 2% |
| 2012 | 2,168,905 | 2,168,905 | 0 | 153.2 | 11% |
| 2013 | 2,207,616 | 2,207,616 | 0 | 197.8 | 10% |
| 2014 | 2,900,799 | 2,900,799 | 0 | 158.8 | 5% |
| 2015 | 3,206,600 | 3,206,600 | 0 | 150.9 | 18% |
| 2016 | 3,028,706 | 3,028,706 | 0 | 211.9 | 20% |
| 2017 | 2,563,996 | 2,563,996 | 0 | 255.2 | 24% |
| 2018 | 3,106,275 | 3,106,275 | 0 | 215.3 | 18% |
| 2019 | 3,879,217 | 3,879,217 | 0 | 173.8 | 17% |
| 2020 | 3,965,640 | 3,965,640 | 0 | 170.8 | 17% |
| 2021 | 3,886,647 | 3,886,647 | 0 | 219.2 | 18% |
| 2022 | 3,562,990 | 3,562,990 | 0 | 239.1 | 19% |
| 2023 | 4,254,159 | 4,254,159 | 0 | 202.0 | 17% |
In its most recent public year (2023), this organization brought in $0 more than it spent. Its reserves stood at about 202 months of spending, up from 143.4 in 2010. Staff pay was 17% 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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