Western And Southern Life Insurance Company Veba Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 56,767,660 | 57,188,749 | −421,089 | 1.7 | 0% |
| 2012 | 56,918,408 | 57,866,245 | −947,837 | 1.9 | 0% |
| 2013 | 54,756,275 | 57,761,712 | −3,005,437 | 1.5 | 0% |
| 2014 | 60,314,947 | 59,930,659 | 384,288 | 1.4 | 0% |
| 2015 | 50,201,360 | 50,015,589 | 185,771 | 1.7 | 0% |
| 2016 | 49,741,287 | 51,351,798 | −1,610,511 | 1.2 | 0% |
| 2017 | 53,879,736 | 51,076,929 | 2,802,807 | 2.0 | 0% |
| 2018 | 50,110,443 | 50,153,285 | −42,842 | 1.8 | 0% |
| 2019 | 57,603,367 | 58,045,391 | −442,024 | 1.9 | 0% |
| 2020 | 58,091,086 | 58,814,490 | −723,404 | 2.0 | 0% |
| 2021 | 57,519,736 | 58,477,562 | −957,826 | 2.0 | 0% |
| 2022 | 62,709,143 | 60,027,158 | 2,681,985 | 2.1 | 0% |
| 2023 | 60,140,959 | 61,599,120 | −1,458,161 | 2.1 | 0% |
In its most recent public year (2023), this organization spent $1,458,161 more than it brought in. Its reserves stood at about 2.1 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
Western And Southern Life Insurance Company Veba 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