Blue Mountain Insurance Trust Employee Benefit Plan
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,541,393 | 1,160,143 | 381,250 | 11.1 | 0% |
| 2012 | 4,809,714 | 4,483,525 | 326,189 | 3.7 | 0% |
| 2013 | 5,115,874 | 4,742,956 | 372,918 | 4.5 | 0% |
| 2014 | 4,985,973 | 5,391,568 | −405,595 | 3.0 | 0% |
| 2015 | 4,941,863 | 4,972,343 | −30,480 | 3.2 | 0% |
| 2016 | 5,010,163 | 5,047,716 | −37,553 | 3.1 | 0% |
| 2017 | 4,917,272 | 4,891,093 | 26,179 | 3.2 | 0% |
| 2018 | 5,214,988 | 5,138,046 | 76,942 | 3.3 | 0% |
| 2019 | 5,385,987 | 5,367,603 | 18,384 | 3.2 | 0% |
| 2020 | 5,313,731 | 5,293,822 | 19,909 | 3.3 | 0% |
| 2021 | 5,309,452 | 5,328,623 | −19,171 | 3.2 | 0% |
| 2022 | 5,519,912 | 5,490,188 | 29,724 | 3.2 | 0% |
| 2023 | 5,918,502 | 5,905,442 | 13,060 | 3.0 | 0% |
In its most recent public year (2023), this organization brought in $13,060 more than it spent. Its reserves stood at about 3 months of spending, down from 11.1 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
Blue Mountain Insurance Trust Employee Benefit Plan'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