Trustees Of Life Benefit Plan 401 K Plan
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,308,615 | 2,456,992 | −148,377 | 2.9 | 21% |
| 2012 | 2,611,068 | 2,601,376 | 9,692 | 2.8 | 20% |
| 2013 | 2,930,921 | 2,799,105 | 131,816 | 3.3 | 20% |
| 2014 | 3,248,645 | 2,984,629 | 264,016 | 4.2 | 19% |
| 2015 | 3,662,359 | 3,097,637 | 564,722 | 6.2 | 18% |
| 2016 | 4,066,910 | 3,484,519 | 582,391 | 7.5 | 17% |
| 2017 | 4,363,511 | 3,873,577 | 489,934 | 8.3 | 18% |
| 2018 | 4,540,894 | 4,276,710 | 264,184 | 8.3 | 18% |
| 2019 | 4,882,186 | 4,077,645 | 804,541 | 11.1 | 20% |
| 2020 | 4,237,089 | 4,169,706 | 67,383 | 11.2 | 25% |
| 2021 | 3,984,741 | 3,580,541 | 404,200 | 14.5 | 27% |
| 2022 | 4,767,446 | 4,862,540 | −95,094 | 10.3 | 26% |
| 2023 | 4,858,753 | 4,550,385 | 308,368 | 11.9 | 28% |
In its most recent public year (2023), this organization brought in $308,368 more than it spent. Its reserves stood at about 11.9 months of spending, up from 2.9 in 2011. Staff pay was 28% 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
Trustees Of Life Benefit Plan 401 K Plan'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