Montrose Community Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 447,374 | 242,280 | 205,094 | 63.2 | 19% |
| 2012 | 577,815 | 448,326 | 129,489 | 38.0 | 14% |
| 2013 | 663,780 | 499,082 | 164,698 | 39.4 | 13% |
| 2014 | 1,491,791 | 693,013 | 798,778 | 42.1 | 11% |
| 2015 | 956,567 | 777,885 | 178,682 | 39.7 | 8% |
| 2016 | 1,368,013 | 599,569 | 768,444 | 65.0 | 13% |
| 2017 | 1,016,086 | 777,422 | 238,664 | 44.9 | 10% |
| 2018 | 1,208,107 | 876,364 | 331,743 | 43.8 | 10% |
| 2019 | 1,584,619 | 911,441 | 673,178 | 48.0 | 11% |
| 2020 | 1,232,979 | 1,195,403 | 37,576 | 35.7 | 6% |
| 2021 | 1,369,036 | 1,126,295 | 242,741 | 43.9 | 11% |
| 2022 | 1,931,829 | 935,646 | 996,183 | 56.6 | 16% |
| 2023 | 1,731,907 | 1,298,391 | 433,516 | 46.0 | 4% |
In its most recent public year (2023), this organization brought in $433,516 more than it spent. Its reserves stood at about 46 months of spending, down from 63.2 in 2011. Staff pay was 4% 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
Montrose Community Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works