Carl Zeiss Inc Health & Welfare Veba Plan Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 6,500,329 | 6,493,506 | 6,823 | 0.2 | 0% |
| 2012 | 9,250,259 | 9,070,617 | 179,642 | 0.4 | 0% |
| 2013 | 10,500,268 | 10,543,889 | −43,621 | 0.3 | 0% |
| 2014 | 12,600,135 | 12,521,504 | 78,631 | 0.3 | 0% |
| 2015 | 13,300,256 | 13,321,532 | −21,276 | 0.3 | 0% |
| 2016 | 14,000,557 | 13,984,608 | 15,949 | 0.3 | 0% |
| 2017 | 11,538,309 | 11,799,811 | −261,502 | 0.1 | 0% |
| 2018 | 911 | 264 | 647 | 2568.2 | 100% |
| 2019 | 1,393 | 0 | 1,393 | — | — |
| 2020 | 678 | 0 | 678 | — | — |
| 2021 | 65 | 0 | 65 | — | — |
| 2022 | 356 | 0 | 356 | — | — |
| 2023 | 2,687 | 0 | 2,687 | — | — |
In its most recent public year (2023), this organization brought in $2,687 more than it spent.
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
Carl Zeiss Inc Health & Welfare Veba Plan Trust'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