Henry J Kaiser Family Foundation Retiree Medical Plan Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 38,536 | 162,410 | −123,874 | 233.1 | 0% |
| 2012 | 135,396 | 187,652 | −52,256 | 223.9 | 0% |
| 2013 | 616,515 | 271,929 | 344,586 | 195.9 | 0% |
| 2014 | 653,958 | 307,237 | 346,721 | 181.8 | 0% |
| 2015 | 733,280 | 331,578 | 401,702 | 171.5 | 0% |
| 2016 | 458,379 | 388,371 | 70,008 | 153.1 | 0% |
| 2017 | 533,460 | 392,807 | 140,653 | 176.2 | 0% |
| 2018 | 724,661 | 406,531 | 318,130 | 161.5 | 0% |
| 2019 | 639,939 | 350,333 | 289,606 | 232.6 | 0% |
| 2020 | 854,349 | 382,208 | 472,141 | 250.3 | 0% |
| 2021 | 3,138,270 | 383,850 | 2,754,420 | 301.9 | 0% |
| 2022 | 1,065,978 | 473,321 | 592,657 | 208.1 | 0% |
| 2023 | 973,084 | 543,970 | 429,114 | 212.7 | 0% |
In its most recent public year (2023), this organization brought in $429,114 more than it spent. Its reserves stood at about 212.7 months of spending, down from 233.1 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
Henry J Kaiser Family Foundation Retiree Medical 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