The Legacy Institute
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 100,014 | 108,834 | −8,820 | 20.3 | — |
| 2012 | 145,669 | 126,602 | 19,067 | 19.3 | — |
| 2013 | 145,928 | 129,963 | 15,965 | 20.3 | — |
| 2014 | 118,619 | 104,585 | 14,034 | 26.8 | — |
| 2015 | 134,147 | 124,400 | 9,747 | 23.5 | — |
| 2016 | 84,523 | 92,678 | −8,155 | 30.8 | — |
| 2017 | 121,457 | 110,338 | 11,119 | 27.1 | — |
| 2019 | 194,355 | 152,234 | 42,121 | 26.0 | — |
| 2020 | 100,239 | 99,586 | 653 | 39.9 | — |
| 2021 | 139,527 | 130,314 | 9,213 | 31.3 | — |
| 2022 | 177,998 | 215,606 | −37,608 | 16.8 | — |
| 2023 | 264,822 | 260,503 | 4,319 | 14.1 | 25% |
In its most recent public year (2023), this organization brought in $4,319 more than it spent. Its reserves stood at about 14.1 months of spending, down from 20.3 in 2011. Staff pay was 25% 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
The Legacy Institute'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