Union Benefits Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 34,312,444 | 36,075,138 | −1,762,694 | 6.4 | 2% |
| 2013 | 33,582,496 | 35,490,031 | −1,907,535 | 5.8 | 2% |
| 2014 | 33,264,396 | 34,478,548 | −1,214,152 | 5.6 | 2% |
| 2015 | 31,127,516 | 33,884,657 | −2,757,141 | 4.7 | 2% |
| 2016 | 35,292,412 | 34,554,064 | 738,348 | 4.9 | 2% |
| 2017 | 36,267,483 | 34,672,148 | 1,595,335 | 5.4 | 2% |
| 2018 | 36,356,839 | 34,312,775 | 2,044,064 | 6.2 | 2% |
| 2019 | 36,570,073 | 33,981,629 | 2,588,444 | 7.2 | 2% |
| 2020 | 36,597,224 | 30,656,229 | 5,940,995 | 10.3 | 2% |
| 2021 | 37,332,053 | 33,548,933 | 3,783,120 | 10.7 | 2% |
| 2022 | 34,572,105 | 31,202,026 | 3,370,079 | 11.4 | 2% |
| 2023 | 32,520,050 | 31,766,937 | 753,113 | 11.5 | 3% |
| 2024 | 32,869,700 | 31,123,884 | 1,745,816 | 12.7 | 2% |
In its most recent public year (2024), this organization brought in $1,745,816 more than it spent. Its reserves stood at about 12.7 months of spending, up from 6.4 in 2012. Staff pay was 2% 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 2024. 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
Union Benefits Trust's IRS filings as a feed — one entry per filing year, through 2024. 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