Ameritas Holding Company Retiree Life Voluntary Employee Beneficiar
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | −47,321 | 263,551 | −310,872 | 9.9 | 0% |
| 2012 | 27,629 | 244,158 | −216,529 | 0.0 | 0% |
| 2013 | 0 | 0 | 0 | — | — |
| 2014 | 0 | 0 | 0 | — | — |
| 2015 | 0 | 0 | 0 | — | — |
| 2016 | 0 | 0 | 0 | — | — |
| 2017 | 187,390 | 390,370 | −202,980 | 119.4 | 0% |
| 2018 | 1,117,026 | 569,227 | 547,799 | 93.4 | 0% |
| 2019 | 110,307 | 278,637 | −168,330 | 183.6 | 0% |
| 2020 | 76,989 | 345,115 | −268,126 | 138.9 | 0% |
| 2021 | 70,420 | 219,744 | −149,324 | 210.1 | 0% |
| 2022 | 65,501 | 282,714 | −217,213 | 154.1 | 0% |
| 2023 | 117,306 | 174,280 | −56,974 | 246.0 | 0% |
In its most recent public year (2023), this organization spent $56,974 more than it brought in. Its reserves stood at about 246 months of spending, up from 9.9 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
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