The Health & Welfare Benefits Trust For Certain Retired Employees Of
| Year | Money in | Money out | Result | Reserve mo. | Staffing |
|---|---|---|---|---|---|
| 2020 | $4,162,583 | $3,308,569 | $854,014 | 95.3 | 0% |
| 2021 | $3,950,937 | $3,342,010 | $608,927 | 99.9 | 0% |
| 2022 | $3,096,818 | $3,243,732 | −$146,914 | 90.4 | 0% |
| 2023 | $3,963,156 | $3,029,393 | $933,763 | 110.3 | 0% |
In its most recent public year (2023), this organization brought in $933,763 more than it spent. Its reserves stood at about 110.3 months of spending, up from 95.3 in 2020. 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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