Wells Fargo & Co Employee Benefit Trust For Retiree
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 107,870,505 | 144,499,827 | −36,629,322 | 28.5 | 0% |
| 2012 | 83,505,118 | 98,849,324 | −15,344,206 | 41.2 | 0% |
| 2013 | 81,516,647 | 97,376,893 | −15,860,246 | 42.9 | 0% |
| 2014 | 98,338,941 | 105,062,717 | −6,723,776 | 39.8 | 0% |
| 2015 | 77,907,261 | 97,548,593 | −19,641,332 | 40.1 | 0% |
| 2016 | 81,208,256 | 94,851,762 | −13,643,506 | 40.8 | 0% |
| 2017 | 45,121,762 | 62,007,064 | −16,885,302 | 63.2 | 0% |
| 2018 | 54,738,324 | 69,735,011 | −14,996,687 | 51.6 | 0% |
| 2019 | 50,465,288 | 64,961,154 | −14,495,866 | 56.8 | 0% |
| 2020 | 50,023,312 | 57,882,932 | −7,859,620 | 62.6 | 0% |
| 2021 | 46,494,282 | 49,762,454 | −3,268,172 | 71.2 | 0% |
| 2022 | 55,430,211 | 54,873,611 | 556,600 | 60.6 | 0% |
| 2023 | 52,639,422 | 46,780,332 | 5,859,090 | 73.0 | 0% |
In its most recent public year (2023), this organization brought in $5,859,090 more than it spent. Its reserves stood at about 73 months of spending, up from 28.5 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
Wells Fargo & Co Employee Benefit Trust For Retiree's IRS filings as a feed — one entry per filing year, through 2023. 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