Ocu Retirment Health Savings Benefits Veba Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 52,929 | 2,523 | 50,406 | 249.7 | — |
| 2011 | 157,326 | 40,166 | 117,160 | 49.2 | — |
| 2012 | 194,160 | 92,466 | 101,694 | 36.1 | — |
| 2013 | 193,032 | 81,188 | 111,844 | 60.0 | — |
| 2014 | 200,480 | 79,140 | 121,340 | 78.3 | 0% |
| 2015 | 207,432 | 84,376 | 123,056 | 87.5 | 0% |
| 2016 | 139,703 | 136,518 | 3,185 | 55.5 | 0% |
| 2017 | 48,592 | 82,490 | −33,898 | 93.2 | 0% |
| 2018 | 31,551 | 55,344 | −23,793 | 122.0 | 0% |
| 2019 | 25,962 | 30,581 | −4,619 | 240.3 | 0% |
| 2020 | 42,826 | 21,362 | 21,464 | 366.8 | 0% |
| 2021 | 52,216 | 26,253 | 25,963 | 304.8 | 0% |
| 2022 | 30,171 | 23,091 | 7,080 | 294.1 | 0% |
| 2023 | 17,063 | 21,354 | −4,291 | 338.3 | 0% |
In its most recent public year (2023), this organization spent $4,291 more than it brought in. Its reserves stood at about 338.3 months of spending, up from 249.7 in 2010. 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
Ocu Retirment Health Savings Benefits Veba Tr'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