Stockton Rotary Emdowment
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2021 | 208,829 | 183,398 | 25,431 | 310.0 | 6% |
| 2022 | 289,111 | 188,984 | 100,127 | 262.1 | 5% |
| 2023 | 193,250 | 163,072 | 30,178 | 318.3 | 6% |
| 2024 | 362,080 | 159,840 | 202,240 | 354.2 | 6% |
In its most recent public year (2024), this organization brought in $202,240 more than it spent. Its reserves stood at about 354.2 months of spending, up from 310 in 2021. Staff pay was 6% of spending. $2,387,237 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 2024. 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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