Overall Trends Table
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Unrestricted Surplus (before depr.) | -3% | 15% | 14% | 7% | 9.9% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | -$87,184 | $432,517 | $421,197 | $226,097 | -359.3% | -344.65% |
| Ave. Total Expenses (before depr.) | $2,991,281 | $2,919,698 | $3,077,707 | $3,225,372 | 7.8% | 1.72% |
| Operating Surplus (before depr.) | -3% | 5% | 2% | 0% | 2.1% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | -$77,851 | $140,273 | $60,607 | -$15,489 | -80.1% | -81.23% |
| Ave. Total Expenses (before depr.) | $2,991,281 | $2,919,698 | $3,077,707 | $3,225,372 | 7.8% | 1.72% |
| Operating Surplus (after depr.) | -8% | -1% | -3% | -5% | 2.3% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.()/ | -$235,075 | -$23,216 | -$110,096 | -$177,564 | -24.5% | -28.74% |
| Ave. Total Expenses (after depr.) | $3,055,530 | $2,993,387 | $3,170,782 | $3,305,977 | 8.2% | 2.07% |
- Operating revenue growth outpaced inflation by 8% (not shown in the table), and its growth was greater than that of expenses.
- Operating surplus (after depreciation) showed improvement in 2017. Since the only difference between the two operating surplus indices is depreciation, we can conclude that reported depreciation expenses were lower in the 3 years following 2016.
Sector Trends Table
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Arts Education | ||||||
| Unrestricted Surplus (before depr.) | 0.8% | 12.7% | 8.1% | 4.9% | 4.1% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $17,408 | $285,542 | $187,338 | $120,755 | 593.7% | 554.41% |
| Ave. Total Expenses (before depr.) | $2,095,049 | $2,251,656 | $2,312,229 | $2,462,911 | 17.6% | 10.90% |
| Operating Surplus (before depr.) | 1.0% | 9.5% | 6.3% | 3.1% | 2.2% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | $20,478 | $214,209 | $144,681 | $77,110 | 276.6% | 255.24% |
| Ave. Total Expenses (before depr.) | $2,095,049 | $2,251,656 | $2,312,229 | $2,462,911 | 17.6% | 10.90% |
| Operating Surplus (after depr.) | -4.9% | 3.6% | 0.5% | -2.4% | 2.5% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -$107,231 | $82,798 | $12,585 | -$60,981 | -43.1% | -46.35% |
| Ave. Total Expenses (after depr.) | $2,176,249 | $2,318,073 | $2,412,279 | $2,563,376 | 17.8% | 11.12% |
- Arts Education organizations saw less robust but still positive net surpluses over time, by all 3 bottom line measures.
|
Index |
2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Art Museums | ||||||
| Unrestricted Surplus (before depr.) | -4.9% | 32.6% | 20.5% | 3.4% | 8.3% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | -$648,356 | $3,908,901 | $2,639,082 | $476,414 | -173.5% | -169.32% |
| Ave. Total Expenses (before depr.) | $13,222,243 | $11,984,145 | $12,855,583 | $13,922,784 | 5.3% | -0.66% |
| Operating Surplus (before depr.) | -5.9% | 7.7% | 5.4% | -5.6% | 0.3% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | -$780,729 | $924,033 | $689,571 | -$775,824 | -0.6% | -6.25% |
| Ave. Total Expenses (before depr.) | $13,222,243 | $11,984,145 | $12,855,583 | $13,922,784 | 5.3% | -0.66% |
| Operating Surplus (after depr.) | -10.3% | 1.7% | -6.2% | -15.2% | -4.9% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -$1,400,792 | $221,931 | -$832,718 | -$2,213,222 | 58.0% | 49.05% |
| Ave. Total Expenses (after depr.) | $13,552,113 | $12,722,092 | $13,538,875 | $14,523,258 | 7.2% | 1.10% |
- Art Museums’ bottom lines did not follow a smooth trajectory, but they did end the 4-year period higher than they were in 2016.
- Taking inflation into account, Art Museums ran annual operating deficits each year except 2017. Relative to expenses, these were the most severe operating deficits of all sectors. Leaving out depreciation, they showed operating surpluses in 2017 and 2018 that became deficits in 2019.
- Art Museums’ expense growth was higher than that of other sectors, before taking depreciation into account. At the same time, their unrestricted revenue growth was 11% lower over time in inflation-adjusted figures. This figure would have been even lower had the component of unrestricted revenue that is operating revenue not increased 2.5% above inflation.
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Community | ||||||
| Unrestricted Surplus (before depr.) | 4.7% | 8.8% | 6.7% | 7.8% | 3.1% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $67,003 | $128,498 | $99,665 | $122,532 | 82.9% | 72.52% |
| Ave. Total Expenses (before depr.) | $1,430,738 | $1,452,781 | $1,478,610 | $1,568,643 | 9.6% | 3.43% |
| Operating Surplus (before depr.) | 3.8% | 7.1% | 4.6% | 7.4% | 3.6% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | $53,818 | $103,005 | $67,758 | $115,774 | 115.1% | 102.94% |
| Ave. Total Expenses (before depr.) | $1,430,738 | $1,452,781 | $1,478,610 | $1,568,643 | 9.6% | 3.43% |
| Operating Surplus (after depr.) | -1.1% | 2.3% | -0.3% | 2.8% | 3.9% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -$15,707 | $34,525 | -$4,159 | $45,554 | -390.0% | -373.61% |
| Ave. Total Expenses (after depr.) | $1,458,932 | $1,471,659 | $1,521,550 | $1,610,312 | 10.4% | 4.13% |
- Community-based organizations’ bottom line indices increased over time, ending the period slightly better than where they began.
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Dance | ||||||
| Unrestricted Surplus (before depr.) | 3.7% | 3.4% | 3.4% | 1.0% | -2.8% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $42,709 | $42,318 | $44,653 | $12,951 | -69.7% | -71.39% |
| Ave. Total Expenses (before depr.) | $1,139,632 | $1,233,849 | $1,298,332 | $1,330,886 | 16.8% | 10.17% |
| Operating Surplus (before depr.) | 2.3% | 1.8% | 3.9% | 3.2% | 0.9% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | $26,096 | $21,657 | $50,073 | $42,793 | 64.0% | 54.70% |
| Ave. Total Expenses (before depr.) | $1,139,632 | $1,233,849 | $1,298,332 | $1,330,886 | 16.8% | 10.17% |
| Operating Surplus (after depr.) | 1.6% | -0.5% | -0.8% | -2.2% | -3.8% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | $19,051 | -$6,768 | -$11,176 | -$29,689 | -255.8% | -247.02% |
| Ave. Total Expenses (after depr.) | $1,165,731 | $1,258,003 | $1,329,806 | $1,367,787 | 17.3% | 10.69% |
- The Dance sector’s bottom line indices worsened over time. There were average surpluses across the board in 2016, with slight deficits creeping into operating surplus indices thereafter.
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Music | ||||||
| Unrestricted Surplus (before depr.) | 6.1% | 5.8% | 1.6% | 1.9% | -4.2% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $29,379 | $28,645 | $8,212 | $10,315 | -64.9% | -66.88% |
| Ave. Total Expenses (before depr.) | $480,964 | $497,900 | $523,175 | $547,405 | 13.8% | 7.37% |
| Operating Surplus (before depr.) | 2.4% | 3.5% | 0.2% | 2.2% | -0.2% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | $11,316 | $17,596 | $1,097 | $11,798 | 4.3% | -1.64% |
| Ave. Total Expenses (before depr.) | $480,964 | $497,900 | $523,175 | $547,405 | 13.8% | 7.37% |
| Operating Surplus (after depr.) | 0.6% | 1.7% | -1.6% | -0.1% | -0.7% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | $2,898 | $8,548 | -$8,611 | -$331 | -111.4% | -110.78% |
| Ave. Total Expenses (after depr.) | $484,928 | $504,731 | $531,959 | $558,421 | 15.2% | 8.64% |
- Music organizations experienced downward trends over time and they ended 2019 in the black on average, regardless of the approach used to calculate bottom line.
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Opera | ||||||
| Unrestricted Surplus (before depr.) | 2.6% | 4.8% | 1.2% | 3.4% | 0.7% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $160,274 | $301,180 | $78,360 | $209,700 | 30.8% | 23.43% |
| Ave. Total Expenses (before depr.) | $6,083,867 | $6,293,907 | $6,318,250 | $6,231,852 | 2.4% | -3.37% |
| Operating Surplus (before depr.) | 1.1% | -0.9% | -1.5% | 0.8% | -0.3% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | $65,576 | -$58,912 | -$97,172 | $49,118 | -25.1% | -29.34% |
| Ave. Total Expenses (before depr.) | $6,083,867 | $6,293,907 | $6,318,250 | $6,231,852 | 2.4% | -3.37% |
| Operating Surplus (after depr.) | -0.8% | -2.8% | -3.6% | -1.5-% | -0.7% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -$50,142 | -$176,784 | -$230,926 | -$97,740 | 94.9% | 83.89% |
| Ave. Total Expenses (after depr.) | $6,142,880 | $6,362,137 | $6,389,990 | $6,352,710 | 3.4% | -2.44% |
- The Opera sector’s bottom line has remained quite consistent over time. Unrestricted surplus saw slightly positive increases, and operating surplus, both before and after depreciation, dipped into marginally negative territory.
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Performing Arts Centers | ||||||
| Unrestricted Surplus (before depr.) | -0.1% | 15.0% | 4.7% | 10.1% | 10.1% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | -$5,825 | $1,163,514 | $523,554 | $1,162,683 | -20060.2% | -18930.40% |
| Ave. Total Expenses (before depr.) | $9,980,298 | $7,774,173 | $11,110,702 | $11,532,265 | 15.6% | 9.01% |
| Operating Surplus (before depr.) | -1.1% | 2.8% | 3.1% | 0.9% | 2.0% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | -$112,587 | $217,127 | $344,198 | $100,909 | -189.6% | -184.55% |
| Ave. Total Expenses (before depr.) | $9,980,298 | $7,774,173 | $11,110,702 | $11,532,265 | 15.6% | 9.01% |
| Operating Surplus (after depr.) | -0.4% | 1.1% | -4.5% | -0.4% | 0.1% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -$32,460 | $118,199 | -$522,044 | -$43,315 | 33.4% | 25.89% |
| Ave. Total Expenses (after depr.) | $7,832,296 | $10,500,901 | $11,679,376 | $11,922,576 | 52.2% | 43.61% |
- PACs’ bottom lines fluctuated considerably over time, across all 3 measures.
- All indices were higher in 2019 than in 2016.
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Symphony Orchestra | ||||||
| Unrestricted Surplus (before depr.) | -1.2% | 10.2% | 7.9% | -3.8% | -2.7% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | -$44,131 | $356,745 | $288,400 | -$153,138 | 247.0% | 227.37% |
| Ave. Total Expenses (before depr.) | $3,786,642 | $3,490,045 | $3,659,908 | $3,998,755 | 5.6% | -0.38% |
| Operating Surplus (before depr.) | -5.5% | -0.7% | -1.4% | -1.8% | 3.7% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | -$209,546 | -$25,678 | -$51,331 | -$73,349 | -65.0% | -66.98% |
| Ave. Total Expenses (before depr.) | $3,786,642 | $3,490,045 | $3,659,908 | $3,998,755 | 5.6% | -0.38% |
| Operating Surplus (after depr.) | -7.1% | -2.7% | -1.8% | -3.1% | 4.0% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -$270,508 | -$94,387 | -$66,241 | -$125,422 | -53.6% | -56.26% |
| Ave. Total Expenses (after depr.) | $3,821,379 | $3,516,033 | $3,700,208 | $4,034,116 | 5.6% | -0.41% |
- Symphony Orchestras’ unrestricted surplus deteriorated in 2019, while the other two measures increased. Their expense growth outpaced inflation while their unrestricted revenue growth failed to keep pace with inflation.
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Theater | ||||||
| Unrestricted Surplus (before depr.) | 6.1% | 9.0% | 14.5% | 6.8% | 0.7% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $108,920 | $168,853 | $279,111 | $139,525 | 28.1% | 20.85% |
| Ave. Total Expenses (before depr.) | $1,796,024 | $1,876,388 | $1,928,672 | $2,052,471 | 14.3% | 7.81% |
| Operating Surplus (before depr.) | 4.7% | 5.3% | 7.1% | 5.1% | 0.5% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | $83,699 | $99,770 | $137,521 | $104,924 | 25.4% | 18.26% |
| Ave. Total Expenses (before depr.) | $1,796,024 | $1,876,388 | $1,928,672 | $2,052,471 | 14.3% | 7.81% |
| Operating Surplus (after depr.) | 0.5% | 1.1% | 2.9% | 1.2% | 0.7% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | $8,935 | $20,956 | $58,035 | $24,222 | 171.1% | 155.75% |
| Ave. Total Expenses (after depr.) | $1,837,075 | $1,926,677 | $1,974,855 | $2,103,230 | 14.5% | 8.01% |
- The Theater sector’s bottom line indices improved over time, across all 3 measures. All indices were positive at the start of the period and became more positive over time, with a slight dip in 2019. Growth in both operating revenue and total unrestricted revenue exceeded growth in expenses.
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Other Museums | ||||||
| Unrestricted Surplus (before depr.) | 3.3% | 10.3% | 19.0% | 9.6% | 6.2% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $220,634 | $707,014 | $1,338,749 | $694,357 | 214.7% | 196.90% |
| Ave. Total Expenses (before depr.) | $6,600,036 | $6,856,766 | $7,028,109 | $7,270,500 | 10.2% | 3.92% |
| Operating Surplus (before depr.) | 5.3% | 2.0% | 9.8% | 8.3% | 3.0% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | $349,772 | $134,974 | $687,612 | $606,215 | 73.3% | 63.51% |
| Ave. Total Expenses (before depr.) | $6,600,036 | $6,856,766 | $7,028,109 | $7,270,500 | 10.2% | 3.92% |
| Operating Surplus (after depr.) | 0.0% | -7.8% | -1.2% | 0.3% | 0.3% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -$61 | -$554,041 | -$86,009 | $21,429 | -35229.5% | -33241.05% |
| Ave. Total Expenses (after depr.) | $6,984,655 | $7,128,205 | $7,430,372 | $7,441,156 | 6.5% | 0.51% |
- Other Museums’ unrestricted revenue growth exceeded expenses (before depreciation) for all four years.
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| General Performing Arts | ||||||
| Unrestricted Surplus (before depr.) | 5.3% | 2.8% | 0.8% | 1.1% | -4.2% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $60,258 | $31,925 | $9,707 | $13,592 | -77.4% | -78.72% |
| Ave. Total Expenses (before depr.) | $1,129,873 | $1,130,085 | $1,234,162 | $1,218,264 | 7.8% | 1.72% |
| Operating Surplus (before depr.) | -0.5% | 1.9% | 0.1% | 0.8% | 1.4% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | -$6,024 | $20,911 | $1,600 | $9,993 | -265.9% | -256.50% |
| Ave. Total Expenses (before depr.) | $1,129,873 | $1,130,085 | $1,234,162 | $1,218,264 | 7.8% | 1.72% |
| Operating Surplus (after depr.) | -1.9% | -0.6% | -2.2% | -1.6% | 0.2% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -$21,116 | -$6,453 | -$27,148 | -$20,261 | -4.0% | -9.48% |
| Ave. Total Expenses (after depr.) | $1,137,782 | $1,140,354 | $1,256,882 | $1,228,414 | 8.0% | 1.85% |
- General Performing Arts organizations’ operating bottom lines improved over time.
- Their unrestricted revenue growth exceeded expense growth in the portion made up of operating revenue.
Size Trends Tables
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Small | ||||||
| Unrestricted Surplus (before depr.) | 3% | 6% | 8% | 6% | 2.4% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $4,595 | $8,350 | $11,728 | $8,415 | 83.1% | 72.77% |
| Ave. Total Expenses (before depr.) | $134,394 | $142,054 | $138,628 | $144,403 | 7.4% | 1.37% |
| Operating Surplus (before depr.) | 4% | 4% | 4% | 4% | 0.5% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | $5,021 | $6,291 | $5,579 | $6,137 | 22.2% | 15.31% |
| Ave. Total Expenses (before depr.) | $134,394 | $142,054 | $138,628 | $144,403 | 7.4% | 1.37% |
| Operating Surplus (after depr.) | 2% | 3% | 2% | 3% | 0.9% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | $2,541 | $3,993 | $3,342 | $4,028 | 58.5% | 49.55% |
| Ave. Total Expenses (after depr.) | $135,984 | $143,508 | $140,048 | $145,567 | 7.0% | 0.99% |
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Medium | ||||||
| Unrestricted Surplus (before depr.) | 4% | 6% | 5% | 8% | 4.1% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $44,963 | $68,043 | $51,257 | $89,317 | 98.6% | 87.40% |
| Ave. Total Expenses (before depr.) | $1,076,985 | $1,079,826 | $1,065,004 | $1,077,905 | 0.1% | -5.58% |
| Operating Surplus (before depr.) | 4% | 3% | 2% | 3% | -0.8% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | $40,098 | $29,488 | $21,432 | $31,967 | -20.3% | -24.79% |
| Ave. Total Expenses (before depr.) | $1,076,985 | $,1079,826 | $1,065,004 | $1,077,905 | 0.1% | -5.58% |
| Operating Surplus (after depr.) | 0% | -1% | -2% | -1% | -0.4% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -5175 | -14270 | -19514 | -9110 | 76.0% | 66.07% |
| Ave. Total Expenses (after depr.) | $1,101,840 | $1,108,260 | $1,089,967 | $1,100,329 | -0.1% | -5.79% |
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Large | ||||||
| Unrestricted Surplus (before depr.) | -4% | 17% | 15% | 7% | 11.2% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $-751,895 | $2,772,704 | $2,633,086 | $1,226,736 | -263.2% | -253.92% |
| Ave. Total Expenses (before depr.) | 17849515 | 16708542 | 17022497 | 17653523 | -1.1% | -6.70% |
| Operating Surplus (before depr.) | 0% | 5% | 5% | -1% | -1.2% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | -895 | 856546 | 885466 | -204747 | 22776.8% | 21481.85% |
| Ave. Total Expenses (before depr.) | 17849515 | 16708542 | 17022497 | 17653523 | -1.1% | -6.70% |
| Operating Surplus (after depr.) | -9% | -1% | -4% | -6% | 2.8% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -1671957 | -150540 | -691777 | -1149433 | -31.3% | -35.14% |
| Ave. Total Expenses (after depr.) | 18236470 | 17135502 | 17570865 | 18116525 | -0.7% | -6.28% |
Geographic Market Trends Tables
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| New York - White Plains - Wayne, NY-NJ | ||||||
| Unrestricted Surplus (before depr.) | -7.2% | 13.2% | 15.2% | -1.9% | 5.3% | |
| Ave. Total Unrest. Revenue -Total Expenses (before depr.)/ | $(504,191) | $910,996 | $1,023,254 | $(133,080) | -73.6% | -75.1% |
| Ave. Total Expenses (before depr.) | $7,027,885 | $6,898,216 | $6,734,143 | $7,167,071 | 2.0% | -3.8% |
| Operating Surplus (before depr.) | -4.5% | 9.1% | 6.5% | -3.1% | 1.4% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.)/ | $(315,045) | $628,059 | $441,054 | $(224,398) | -28.8% | -32.8% |
| Ave. Total Expenses (before depr.) | $7,027,885 | $6,898,216 | $6,734,143 | $7,167,071 | 2.0% | -3.8% |
| Operating Surplus (after depr.) | -9.4% | 3.5% | 0.7% | -7.8% | 1.7% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.)/ | $(696,583) | $251,160 | $47,502 | $(583,297) | -16.3% | -21.0% |
| Ave. Total Expenses (after depr.) | $7,409,423 | $7,275,115 | $7,127,694 | $7,525,970 | 1.6% | -4.2% |
| Los Angeles - Long Beach - Glendale | ||||||
| Unrestricted Surplus (before depr.) | -2.4% | 14.0% | 4.9% | 8.1% | 10.5% | |
| Ave. Total Unrest. Revenue -Total Expenses (before depr.)/ | $(59,208) | $371,301 | $130,451 | $232,430 | -492.6% | -470.3% |
| Ave. Total Expenses (before depr.) | $2,488,026 | $2,643,003 | $2,676,256 | $2,874,601 | 15.5% | 9.0% |
| Operating Surplus (before depr.) | -2.0% | 8.0% | 0.6% | 7.4% | 9.4% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.)/ | $(50,860) | $210,604 | $17,021 | $211,688 | -516.2% | -492.7% |
| Ave. Total Expenses (before depr.) | $2,488,026 | $2,643,003 | $2,676,256 | $2,874,601 | 15.5% | 9.0% |
| Operating Surplus (after depr.) | -6.8% | 3.0% | -3.9% | 2.9% | 9.7% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.)/ | $(178,102) | $81,783 | $(108,247) | $86,129 | -148.4% | -145.6% |
| Ave. Total Expenses (after depr.) | $2,615,269 | $2,771,823 | $2,801,523 | $3,000,160 | 14.7% | 8.2% |
| Chicago - Naperville - Arlington Heights | ||||||
| Unrestricted Surplus (before depr.) | 0.1% | 19.5% | 11.4% | 1.7% | 1.6% | |
| Ave. Total Unrest. Revenue -Total Expenses (before depr.)/ | $931 | $367,472 | $213,737 | $31,282 | 3261.3% | 3071.1% |
| Ave. Total Expenses (before depr.) | $1,788,516 | $1,882,089 | $1,869,031 | $1,840,154 | 2.9% | -2.9% |
| Operating Surplus (before depr.) | 3.9% | 10.1% | 6.1% | -0.7% | -4.6% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.)/ | $68,892 | $189,845 | $114,871 | $(12,991) | -118.9% | -117.8% |
| Ave. Total Expenses (before depr.) | $1,788,516 | $1,882,089 | $1,869,031 | $1,840,154 | 2.9% | -2.9% |
| Operating Surplus (after depr.) | 0.5% | 6.4% | 2.0% | -3.7% | -4.2% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.)/ | $10,090 | $123,832 | $39,324 | $(69,703) | -790.8% | -751.7% |
| Ave. Total Expenses (after depr.) | $1,847,318 | $1,948,102 | $1,944,578 | $1,896,866 | 2.7% | -3.1% |
| San Francisco - San Mateo - Redwood City | ||||||
| Unrestricted Surplus (before depr.) | -5.0% | 5.3% | 3.5% | 11.8% | 16.7% | |
| Ave. Total Unrest. Revenue -Total Expenses (before depr.)/ | $(161,348) | $180,932 | $118,131 | $405,306 | -351.2% | -337.0% |
| Ave. Total Expenses (before depr.) | $3,248,173 | $3,396,794 | $3,407,714 | $3,444,187 | 6.0% | 0.0% |
| Operating Surplus (before depr.) | -1.4% | 5.0% | 1.7% | -2.1% | -0.7% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.)/ | $(45,198) | $171,158 | $59,598 | $(71,958) | 59.2% | 50.2% |
| Ave. Total Expenses (before depr.) | $3,248,173 | $3,396,794 | $3,407,714 | $3,444,187 | 6.0% | 0.0% |
| Operating Surplus (after depr.) | -5.9% | 0.5% | -2.5% | -6.4% | -0.5% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.)/ | $(202,041) | $17,936 | $(90,392) | $(230,251) | 14.0% | 7.5% |
| Ave. Total Expenses (after depr.) | $3,405,015 | $3,550,015 | $3,557,704 | $3,602,480 | 5.8% | -0.2% |
| Washington - Arlington - Alexandria - Frederick - Gaithersburg - Rockville | ||||||
| Unrestricted Surplus (before depr.) | 10.0% | 12.4% | 23.4% | 4.2% | -5.7% | |
| Ave. Total Unrest. Revenue -Total Expenses (before depr.)/ | $294,110 | $384,158 | $748,769 | $138,024 | -53.1% | -55.7% |
| Ave. Total Expenses (before depr.) | $2,944,336 | $3,104,889 | $3,199,531 | $3,253,205 | 10.5% | 4.2% |
| Operating Surplus (before depr.) | 7.0% | 3.6% | 2.9% | 1.4% | -5.6% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.)/ | $205,674 | $112,537 | $93,620 | $45,522 | -77.9% | -79.1% |
| Ave. Total Expenses (before depr.) | $2,944,336 | $3,104,889 | $3,199,531 | $3,253,205 | 10.5% | 4.2% |
| Operating Surplus (after depr.) | 0.3% | -2.4% | -3.2% | -4.3% | -4.6% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.)/ | $9,993 | $(77,908) | $(109,001) | $(147,756) | -1578.5% | -1494.8% |
| Ave. Total Expenses (after depr.) | $3,140,016 | $3,295,334 | $3,402,151 | $3,446,483 | 9.8% | 3.5% |
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Large | ||||||
| Unrestricted Surplus (before depr.) | 8.2% | 12.0% | 10.7% | 16.1% | 7.9% | |
| Ave. Total Unrest. Revenue -Total Expenses (before depr.)/ | $167,355 | $241,222 | $230,000 | $366,585 | 119.0% | 106.6% |
| Ave. Total Expenses (before depr.) | $2,039,707 | $2,003,676 | $2,158,483 | $2,277,835 | 11.7% | 5.4% |
| Operating Surplus (before depr.) | -1.0% | 5.3% | 2.3% | 9.7% | 10.7% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.)/ | $(19,749) | $106,606 | $49,999 | $221,861 | -1223.4% | -1159.8% |
| Ave. Total Expenses (before depr.) | $2,039,707 | $2,003,676 | $2,158,483 | $2,277,835 | 11.7% | 5.4% |
| Operating Surplus (after depr.) | -6.6% | -0.8% | -3.2% | 3.9% | 10.5% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.)/ | $(142,019) | $(15,972) | $(74,004) | $94,666 | -166.7% | -162.9% |
| Ave. Total Expenses (after depr.) | $2,161,977 | $2,126,255 | $2,282,486 | $2,405,030 | 11.2% | 4.9% |
| Medium | ||||||
| Unrestricted Surplus (before depr.) | 4.6% | 16.1% | 13.7% | 7.6% | 3.0% | |
| Ave. Total Unrest. Revenue -Total Expenses (before depr.)/ | $141,854 | $489,338 | $450,715 | $261,673 | 84.5% | 74.0% |
| Ave. Total Expenses (before depr.) | $3,051,155 | $3,032,814 | $3,287,037 | $3,430,231 | 12.4% | 6.1% |
| Operating Surplus (before depr.) | 3.7% | 6.9% | 5.6% | 2.1% | -1.6% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.)/ | $112,685 | $208,452 | $182,673 | $71,694 | -36.4% | -40.0% |
| Ave. Total Expenses (before depr.) | $3,051,155 | $3,032,814 | $3,287,037 | $3,430,231 | 12.4% | 6.1% |
| Operating Surplus (after depr.) | -3.4% | -0.7% | -1.9% | -4.6% | -1.2% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.)/ | $(110,575) | $(22,838) | $(65,974) | $(167,089) | 51.1% | 42.6% |
| Ave. Total Expenses (after depr.) | $3,274,414 | $3,264,104 | $3,535,684 | $3,669,015 | 12.1% | 5.7% |
| Small | ||||||
| Unrestricted Surplus (before depr.) | 8.9% | 8.5% | 5.5% | 5.3% | -3.6% | |
| Ave. Total Unrest. Revenue -Total Expenses (before depr.)/ | $170,126 | $159,814 | $111,347 | $112,576 | -33.8% | -37.6% |
| Ave. Total Expenses (before depr.) | $1,912,687 | $1,889,786 | $2,007,164 | $2,109,670 | 10.3% | 4.1% |
| Operating Surplus (before depr.) | 2.8% | 4.9% | 0.8% | 0.6% | -2.2% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.)/ | $53,836 | $92,930 | $16,020 | $12,917 | -76.0% | -77.4% |
| Ave. Total Expenses (before depr.) | $1,912,687 | $1,889,786 | $2,007,164 | $2,109,670 | 10.3% | 4.1% |
| Operating Surplus (after depr.) | -2.2% | -0.2% | -4.3% | -4.6% | -2.4% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.)/ | $(43,594) | $(4,055) | $(91,555) | $(102,001) | 134.0% | 120.7% |
| Ave. Total Expenses (after depr.) | $2,010,117 | $1,986,771 | $2,114,738 | $2,224,588 | 10.7% | 4.4% |
| Very Small | ||||||
| Unrestricted Surplus (before depr.) | 4.1% | 20.3% | 21.1% | 14.7% | 10.7% | |
| Ave. Total Unrest. Revenue -Total Expenses (before depr.)/ | $54,359 | $274,593 | $298,391 | $215,046 | 295.6% | 273.2% |
| Ave. Total Expenses (before depr.) | $1,337,613 | $1,354,347 | $1,415,073 | $1,459,581 | 9.1% | 2.9% |
| Operating Surplus (before depr.) | 3.2% | 9.3% | 11.2% | 8.7% | 5.5% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.)/ | $42,411 | $125,900 | $158,059 | $126,512 | 198.3% | 181.4% |
| Ave. Total Expenses (before depr.) | $1,337,613 | $1,354,347 | $1,415,073 | $1,459,581 | 9.1% | 2.9% |
| Operating Surplus (after depr.) | -3.8% | 1.7% | 3.7% | 0.7% | 4.5% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.)/ | $(55,035) | $25,360 | $55,890 | $10,290 | -118.7% | -117.6% |
| Ave. Total Expenses (after depr.) | $1,435,058 | $1,454,888 | $1,517,242 | $1,575,804 | 9.8% | 3.6% |
BIPOC Organizations Trends Table
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| BIPOC Organizations | ||||||
| Unrestricted Surplus (before depr.) | 6% | 9% | 8% | 13% | 6.5% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | $71,348 | $103,883 | $95,872 | $168,413 | 136.0% | 122.68% |
| Ave. Total Expenses (before depr.) | $1,148,019 | $1,193,708 | $1,250,563 | $1,322,978 | 15.2% | 8.72% |
| Operating Surplus (before depr.) | 3% | 6% | 4% | 6% | 2.7% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | $38,290 | $72,032 | $45,039 | $80,490 | 110.2% | 98.31% |
| Ave. Total Expenses (before depr.) | $1,148,019 | $1,193,708 | $1,250,563 | $1,322,978 | 15.2% | 8.72% |
| Operating Surplus (after depr.) | -2% | 0% | -2% | 1% | 3.3% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -$28,699 | $5,740 | -$22,234 | $12,162 | -142.4% | -139.98% |
| Ave. Total Expenses (after depr.) | $1,176,504 | $1,226,907 | $1,295,045 | $1,379,035 | 17.2% | 10.58% |
| Index | 2016 | 2017 | 2018 | 2019 | 2016-2019 change | 2016-2019 change, adjusted for inflation |
| Non Culturally Specific Organizations | ||||||
| Unrestricted Surplus (before depr.) | -4% | 16% | 15% | 6% | 10.4% | |
| Ave. (Total Unrest. Revenue -Total Expenses (before depr.))/ | -$165,153 | $594,144 | $581,196 | $254,466 | -254.1% | -245.36% |
| Ave. Total Expenses (before depr.) | $3,897,825 | $3,768,566 | $3,976,323 | $4,160,998 | 6.8% | 0.71% |
| Operating Surplus (before depr.) | -3% | 5% | 2% | -2% | 2.0% | |
| Ave. (Total Operating Revenue - Total Expenses (before depr.))/ | -$134,971 | $173,835 | $68,264 | -$62,693 | -53.6% | -56.18% |
| Ave. Total Expenses (before depr.) | $3,897,825 | $3,768,566 | $3,976,323 | $4,160,998 | 6.8% | 0.71% |
| Operating Surplus (after depr.) | -8% | -1% | -4% | -6% | 2.1% | |
| Ave. (Total Operating Revenue - Total Expenses (after depr.))/ | -$336,573 | -$37,458 | -$153,308 | -$270,875 | -19.5% | -24.08% |
| Ave. Total Expenses (after depr.) | $3,979,664 | $3,862,168 | $4,093,298 | $4,253,676 | 6.9% | 0.84% |