Santa Barbara Historical Society Endowment Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 45,108 | 31,782 | 13,326 | 325.8 | 46% |
| 2021 | 81,069 | 44,056 | 37,013 | 245.0 | 37% |
| 2022 | 71,059 | 32,445 | 38,614 | 346.8 | 47% |
| 2023 | 24,838 | 36,560 | −11,722 | 303.7 | 38% |
In its most recent public year (2023), this organization spent $11,722 more than it brought in. Its reserves stood at about 303.7 months of spending, down from 325.8 in 2020. Staff pay was 38% 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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