Local 837 Health & Welfare Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 4,277,914 | 4,613,919 | −336,005 | 22.0 | 6% |
| 2012 | 4,200,096 | 4,975,786 | −775,690 | 18.5 | 8% |
| 2013 | 3,144,205 | 4,795,724 | −1,651,519 | 15.2 | 8% |
| 2014 | 3,301,721 | 3,617,832 | −316,111 | 19.4 | 11% |
| 2015 | 4,034,560 | 3,409,957 | 624,603 | 22.0 | 11% |
| 2016 | 4,161,008 | 4,168,840 | −7,832 | 18.7 | 9% |
| 2017 | 5,277,427 | 4,046,423 | 1,231,004 | 23.9 | 10% |
| 2018 | 5,714,305 | 3,846,151 | 1,868,154 | 29.8 | 12% |
| 2019 | 3,679,559 | 3,709,126 | −29,567 | 32.5 | 12% |
| 2020 | 2,653,235 | 2,624,100 | 29,135 | 47.2 | 18% |
| 2021 | 1,095,678 | 2,034,351 | −938,673 | 57.0 | 22% |
| 2022 | 590,592 | 1,231,123 | −640,531 | 80.9 | 37% |
| 2023 | 1,418,026 | 1,565,855 | −147,829 | 63.5 | 29% |
In its most recent public year (2023), this organization spent $147,829 more than it brought in. Its reserves stood at about 63.5 months of spending, up from 22 in 2011. Staff pay was 29% 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
Local 837 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