Stewart Employee Benefit Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 10,268,469 | 9,583,353 | 685,116 | 1.5 | 0% |
| 2012 | 9,533,127 | 9,720,470 | −187,343 | 1.3 | 0% |
| 2013 | 9,761,534 | 9,815,331 | −53,797 | 1.2 | 0% |
| 2014 | 11,098,833 | 10,637,797 | 461,036 | 1.6 | 0% |
| 2015 | 12,956,786 | 12,567,675 | 389,111 | 1.7 | 0% |
| 2016 | 13,774,137 | 12,998,339 | 775,798 | 2.4 | 0% |
| 2017 | 11,155,856 | 12,802,097 | −1,646,241 | 0.9 | 0% |
| 2018 | 12,326,303 | 12,408,045 | −81,742 | 0.8 | 0% |
| 2019 | 12,858,735 | 13,613,377 | −754,642 | 0.1 | 0% |
| 2020 | 16,440,032 | 16,018,628 | 421,404 | 0.4 | 0% |
| 2021 | 17,071,502 | 16,882,014 | 189,488 | 0.5 | 0% |
| 2022 | 18,423,264 | 17,018,862 | 1,404,402 | 1.5 | 0% |
| 2023 | 17,234,438 | 17,064,228 | 170,210 | 1.6 | 0% |
In its most recent public year (2023), this organization brought in $170,210 more than it spent. Its reserves stood at about 1.6 months of spending. 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
Stewart Employee Benefit 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