Californias Valued Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 805,304,048 | 754,880,529 | 50,423,519 | 2.3 | 0% |
| 2021 | 831,896,361 | 825,113,435 | 6,782,926 | 2.4 | 0% |
| 2022 | 775,584,606 | 753,539,698 | 22,044,908 | 2.4 | 1% |
| 2023 | 807,561,352 | 817,257,825 | −9,696,473 | 2.3 | 1% |
In its most recent public year (2023), this organization spent $9,696,473 more than it brought in. Its reserves stood at about 2.3 months of spending. Staff pay was 1% 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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