Massachusetts Public Employees Health & Welfare Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 25,253,191 | 23,951,436 | 1,301,755 | 13.7 | 1% |
| 2012 | 25,689,674 | 23,893,011 | 1,796,663 | 14.8 | 1% |
| 2013 | 28,376,075 | 22,692,415 | 5,683,660 | 17.2 | 1% |
| 2014 | 27,516,537 | 23,853,982 | 3,662,555 | 18.3 | 1% |
| 2015 | 28,374,721 | 24,710,681 | 3,664,040 | 18.6 | 1% |
| 2016 | 28,204,641 | 25,146,670 | 3,057,971 | 20.0 | 1% |
| 2017 | 28,639,944 | 24,588,086 | 4,051,858 | 22.3 | 2% |
| 2018 | 28,694,742 | 25,689,693 | 3,005,049 | 22.7 | 2% |
| 2019 | 29,612,152 | 26,463,100 | 3,149,052 | 24.4 | 3% |
| 2020 | 30,785,501 | 22,490,846 | 8,294,655 | 32.8 | 7% |
| 2021 | 30,073,973 | 26,456,123 | 3,617,850 | 32.5 | 5% |
| 2022 | 29,841,958 | 25,497,535 | 4,344,423 | 32.8 | 5% |
| 2023 | 30,969,948 | 26,936,492 | 4,033,456 | 33.2 | 5% |
In its most recent public year (2023), this organization brought in $4,033,456 more than it spent. Its reserves stood at about 33.2 months of spending, up from 13.7 in 2011. Staff pay was 5% 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
Massachusetts Public Employees Health & Welfare Fund'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