Smart Local 137 Insurance Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 4,313,815 | 4,555,350 | −241,535 | 36.5 | 6% |
| 2012 | 5,032,272 | 5,149,448 | −117,176 | 33.0 | 6% |
| 2013 | 4,698,030 | 5,098,243 | −400,213 | 34.8 | 7% |
| 2014 | 5,330,859 | 5,713,236 | −382,377 | 30.8 | 7% |
| 2015 | 5,325,080 | 5,434,196 | −109,116 | 31.5 | 8% |
| 2016 | 5,615,455 | 5,629,621 | −14,166 | 31.0 | 8% |
| 2017 | 5,677,999 | 6,047,317 | −369,318 | 30.0 | 8% |
| 2018 | 7,739,668 | 6,507,321 | 1,232,347 | 25.2 | 6% |
| 2019 | 6,163,854 | 6,893,761 | −729,907 | 24.7 | 5% |
| 2020 | 6,036,464 | 5,564,718 | 471,746 | 33.1 | 7% |
| 2021 | 5,832,220 | 6,472,752 | −640,532 | 30.2 | 6% |
| 2022 | 6,550,369 | 7,320,046 | −769,677 | 22.5 | 5% |
| 2023 | 7,280,231 | 7,124,147 | 156,084 | 24.6 | 7% |
In its most recent public year (2023), this organization brought in $156,084 more than it spent. Its reserves stood at about 24.6 months of spending, down from 36.5 in 2011. Staff pay was 7% 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
Smart Local 137 Insurance Fund'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