Uvm Foundation Retiree Health Plan Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2013 | 1,647,197 | 0 | 1,647,197 | — | — |
| 2014 | 210,198 | 0 | 210,198 | — | — |
| 2015 | 111,751 | 0 | 111,751 | — | — |
| 2016 | 130,853 | 0 | 130,853 | — | — |
| 2017 | 195,793 | 1,189 | 194,604 | 24669.0 | 0% |
| 2018 | 207,916 | 7,342 | 200,574 | 3812.5 | 0% |
| 2019 | 156,898 | 18,210 | 138,688 | 1871.5 | 0% |
| 2020 | 216,983 | 20,300 | 196,683 | 1908.6 | 0% |
| 2021 | 331,800 | 28,849 | 302,951 | 1499.6 | 0% |
| 2022 | 217,346 | 45,928 | 171,418 | 803.8 | 0% |
| 2023 | 88,863 | 51,804 | 37,059 | 809.0 | 0% |
In its most recent public year (2023), this organization brought in $37,059 more than it spent. Its reserves stood at about 809 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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