Policyholders Tr 2001
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 15,000 | 1,000 | 14,000 | 96.7 | — |
| 2012 | 0 | 1,000 | −1,000 | 84.7 | — |
| 2013 | 0 | 1,000 | −1,000 | 72.7 | — |
| 2014 | 0 | 1,000 | −1,000 | 60.7 | — |
| 2015 | 0 | 2,380 | −2,380 | 13.5 | — |
| 2016 | 0 | 1,500 | −1,500 | 9.5 | — |
| 2017 | 0 | 1,550 | −1,550 | -2.8 | — |
| 2018 | 10,000 | 1,600 | 8,400 | 60.2 | — |
| 2019 | 0 | 1,650 | −1,650 | 46.4 | — |
| 2020 | 0 | 1,700 | −1,700 | 33.0 | — |
| 2021 | 0 | 1,870 | −1,870 | 18.0 | — |
| 2022 | 0 | 1,980 | −1,980 | 5.0 | — |
| 2023 | 10,000 | 2,100 | 7,900 | 49.9 | — |
In its most recent public year (2023), this organization brought in $7,900 more than it spent. Its reserves stood at about 49.9 months of spending, down from 96.7 in 2011.
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
Policyholders Tr 2001'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