Stifel Charitable Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2019 | 4,827,941 | 246,744 | 4,581,197 | 224.1 | 0% |
| 2020 | 49,361,142 | 4,132,811 | 45,228,331 | 149.3 | 4% |
| 2021 | 94,589,551 | 16,444,607 | 78,144,944 | 95.4 | 2% |
| 2022 | 77,553,631 | 26,399,852 | 51,153,779 | 72.0 | 2% |
| 2023 | 79,001,787 | 35,503,887 | 43,497,900 | 75.5 | 1% |
In its most recent public year (2023), this organization brought in $43,497,900 more than it spent. Its reserves stood at about 75.5 months of spending, down from 224.1 in 2019. 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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