Johnson Financial Group Inc Retiree Medical Savings Account Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,201,403 | 411,622 | 789,781 | 159.0 | 0% |
| 2012 | 1,218,564 | 374,571 | 843,993 | 207.7 | 0% |
| 2013 | 958,420 | 431,716 | 526,704 | 199.3 | 0% |
| 2014 | 1,169,444 | 497,096 | 672,348 | 186.3 | 0% |
| 2015 | 1,146,902 | 542,739 | 604,163 | 174.2 | 0% |
| 2016 | 1,091,647 | 460,285 | 631,362 | 230.0 | 0% |
| 2017 | 1,320,361 | 517,928 | 802,433 | 237.7 | 0% |
| 2018 | 1,343,789 | 540,601 | 803,188 | 230.8 | 0% |
| 2019 | 1,483,531 | 662,124 | 821,407 | 225.3 | 0% |
| 2020 | 1,855,504 | 620,104 | 1,235,400 | 283.3 | 0% |
| 2021 | 1,610,817 | 824,752 | 786,065 | 228.7 | 0% |
| 2022 | 1,563,075 | 1,010,071 | 553,004 | 165.7 | 0% |
| 2023 | 1,821,767 | 908,819 | 912,948 | 208.2 | 0% |
In its most recent public year (2023), this organization brought in $912,948 more than it spent. Its reserves stood at about 208.2 months of spending, up from 159 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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