Jpmorgan Chase Veba Trust For Active Employees
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,634,176,884 | 1,647,110,438 | −12,933,554 | 0.1 | 0% |
| 2012 | 1,718,321,280 | 1,722,134,292 | −3,813,012 | 0.1 | 0% |
| 2013 | 1,802,160,670 | 1,788,900,483 | 13,260,187 | 0.2 | 0% |
| 2014 | 1,878,172,149 | 1,878,659,748 | −487,599 | 0.1 | 0% |
| 2015 | 1,828,772,652 | 1,839,636,224 | −10,863,572 | 0.1 | 0% |
| 2016 | 1,823,788,499 | 1,815,622,968 | 8,165,531 | 0.1 | 0% |
| 2017 | 1,836,897,736 | 1,834,950,336 | 1,947,400 | 0.1 | 0% |
| 2018 | 1,980,654,341 | 1,996,192,587 | −15,538,246 | 0.0 | 0% |
| 2019 | 2,023,173,181 | 2,022,850,914 | 322,267 | 0.0 | 0% |
| 2020 | 1,794,686,095 | 1,780,743,750 | 13,942,345 | 0.1 | 0% |
| 2021 | 2,034,990,193 | 2,035,359,453 | −369,260 | 0.1 | 0% |
| 2023 | 2,419,485,515 | 2,416,674,400 | 2,811,115 | 0.1 | 0% |
In its most recent public year (2023), this organization brought in $2,811,115 more than it spent. Its reserves stood at about 0.1 months of spending. Staff pay was 0% 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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