Benefits Data Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,508,554 | 3,397,235 | 111,319 | 0.9 | 51% |
| 2012 | 4,968,470 | 4,899,520 | 68,950 | 0.8 | 54% |
| 2013 | 6,446,912 | 6,393,329 | 53,583 | 0.7 | 58% |
| 2014 | 10,025,159 | 7,282,209 | 2,742,950 | 5.1 | 54% |
| 2015 | 9,154,356 | 9,977,597 | −823,241 | 2.7 | 50% |
| 2016 | 15,015,846 | 12,516,450 | 2,499,396 | 4.5 | 53% |
| 2017 | 11,964,869 | 13,750,450 | −1,785,581 | 2.5 | 53% |
| 2018 | 17,369,620 | 13,780,851 | 3,588,769 | 5.7 | 51% |
| 2019 | 25,330,812 | 15,378,591 | 9,952,221 | 12.8 | 54% |
| 2020 | 26,526,932 | 21,487,003 | 5,039,929 | 12.0 | 57% |
| 2021 | 28,284,384 | 28,263,040 | 21,344 | 9.1 | 59% |
| 2022 | 45,979,280 | 34,811,961 | 11,167,319 | 10.9 | 61% |
| 2023 | 28,543,974 | 37,203,750 | −8,659,776 | 7.6 | 60% |
In its most recent public year (2023), this organization spent $8,659,776 more than it brought in. Its reserves stood at about 7.6 months of spending, up from 0.9 in 2011. Staff pay was 60% of spending. $4,884,025 of its net assets are donor-restricted.
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
Benefits Data 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