Wisconsin Sheet Metal Health And Benefit Trust Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 27,262,507 | 29,560,440 | −2,297,933 | 11.5 | 0% |
| 2012 | 27,655,009 | 30,898,411 | −3,243,402 | 10.1 | 0% |
| 2013 | 30,992,654 | 31,016,610 | −23,956 | 10.1 | 0% |
| 2014 | 32,752,474 | 33,992,854 | −1,240,380 | 9.0 | 0% |
| 2015 | 32,020,155 | 34,646,071 | −2,625,916 | 7.7 | 0% |
| 2016 | 33,184,104 | 36,097,705 | −2,913,601 | 6.7 | 0% |
| 2017 | 37,510,052 | 37,830,004 | −319,952 | 6.5 | 0% |
| 2018 | 38,216,823 | 42,105,732 | −3,888,909 | 4.3 | 0% |
| 2019 | 39,060,206 | 42,266,193 | −3,205,987 | 3.6 | 0% |
| 2020 | 39,631,339 | 39,748,892 | −117,553 | 4.3 | 0% |
| 2021 | 44,027,701 | 45,617,477 | −1,589,776 | 2.8 | 0% |
| 2022 | 45,547,011 | 48,286,132 | −2,739,121 | 1.0 | 0% |
| 2023 | 53,116,013 | 49,016,271 | 4,099,742 | 2.6 | 0% |
In its most recent public year (2023), this organization brought in $4,099,742 more than it spent. Its reserves stood at about 2.6 months of spending, down from 11.5 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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