Santa Margarita Eagle Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 101,500 | 753 | 100,747 | 1605.5 | — |
| 2021 | 20,560 | 768 | 19,792 | 1883.4 | — |
| 2022 | 2,792,565 | 2,082,830 | 709,735 | 4.8 | 16% |
| 2023 | 3,482,937 | 1,395,455 | 2,087,482 | 25.2 | 28% |
In its most recent public year (2023), this organization brought in $2,087,482 more than it spent. Its reserves stood at about 25.2 months of spending, down from 1605.5 in 2020. Staff pay was 28% of spending. $1,117,785 of its net assets are donor-restricted.
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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