Uaw St Joseph Retirees Health And Welfare Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 7,398,253 | 694,561 | 6,703,692 | 1225.0 | 4% |
| 2011 | 1,559,167 | 2,426,119 | −866,952 | 359.8 | 1% |
| 2012 | 3,249,500 | 2,217,374 | 1,032,126 | 412.4 | 1% |
| 2013 | 4,186,918 | 2,347,122 | 1,839,796 | 394.9 | 1% |
| 2014 | 5,574,848 | 2,872,559 | 2,702,289 | 343.5 | 1% |
| 2015 | 4,359,238 | 2,498,137 | 1,861,101 | 377.0 | 1% |
| 2016 | 3,374,590 | 3,194,961 | 179,629 | 307.0 | 1% |
| 2017 | 3,721,074 | 3,482,197 | 238,877 | 298.4 | 1% |
| 2018 | 4,334,129 | 3,660,245 | 673,884 | 263.0 | 1% |
| 2019 | 5,610,984 | 3,649,101 | 1,961,883 | 289.0 | 1% |
| 2020 | 3,854,848 | 3,355,192 | 499,656 | 337.6 | 0% |
| 2021 | 3,891,140 | 3,158,011 | 733,129 | 359.9 | 0% |
| 2022 | 180,060 | 3,198,374 | −3,018,314 | 301.5 | 0% |
| 2023 | 4,089,846 | 3,038,791 | 1,051,055 | 311.6 | 0% |
In its most recent public year (2023), this organization brought in $1,051,055 more than it spent. Its reserves stood at about 311.6 months of spending, down from 1225 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
Uaw St Joseph Retirees Health And Welfare 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