Bank Of America Short-Term Disability Plan Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2019 | 138,806,012 | 137,631,517 | 1,174,495 | 0.6 | 0% |
| 2020 | 80,483,373 | 80,796,015 | −312,642 | 0.9 | 0% |
| 2021 | 102,153,346 | 102,234,289 | −80,943 | 0.7 | 0% |
| 2022 | 112,905,601 | 111,267,601 | 1,638,000 | 0.9 | 0% |
| 2023 | 119,071,395 | 117,765,678 | 1,305,717 | 0.9 | 0% |
In its most recent public year (2023), this organization brought in $1,305,717 more than it spent. Its reserves stood at about 0.9 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
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