Iona Mcgregor Retiree Ins Tr Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 533,708 | 35,391 | 498,317 | -327.8 | 0% |
| 2012 | 493,526 | 118,779 | 374,747 | -19.2 | 0% |
| 2013 | 566,966 | 152,649 | 414,317 | -21.3 | 0% |
| 2014 | 578,006 | 163,589 | 414,417 | 19.3 | 0% |
| 2015 | 604,982 | 161,502 | 443,480 | 19.1 | 0% |
| 2016 | 619,938 | 206,942 | 412,996 | 57.1 | 0% |
| 2017 | 592,398 | 249,494 | 342,904 | 394.4 | 0% |
| 2018 | 623,946 | 283,877 | 340,069 | 397.0 | 0% |
| 2019 | 709,100 | 319,689 | 389,411 | 372.4 | 0% |
| 2020 | 719,129 | 359,695 | 359,434 | 381.3 | 0% |
| 2021 | 794,194 | 388,493 | 405,701 | 442.8 | 0% |
| 2022 | 851,953 | 429,315 | 422,638 | 328.0 | 0% |
| 2023 | 827,729 | 541,371 | 286,358 | 302.0 | 0% |
In its most recent public year (2023), this organization brought in $286,358 more than it spent. Its reserves stood at about 302 months of spending, up from -327.8 in 2011. 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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