Machinists Retiree Health Investment Plan
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,017,482 | 116,126 | 901,356 | 501.8 | 0% |
| 2012 | 1,075,828 | 94,827 | 981,001 | 751.1 | 0% |
| 2013 | 1,172,827 | 121,799 | 1,051,028 | 677.6 | 0% |
| 2014 | 1,400,193 | 122,132 | 1,278,061 | 804.0 | 0% |
| 2015 | 1,245,732 | 143,429 | 1,102,303 | 769.8 | 0% |
| 2016 | 1,025,462 | 126,705 | 898,757 | 986.5 | 0% |
| 2017 | 1,224,833 | 207,123 | 1,017,710 | 714.2 | 0% |
| 2018 | 1,520,761 | 229,003 | 1,291,758 | 681.0 | 0% |
| 2019 | 1,295,937 | 179,177 | 1,116,760 | 1036.5 | 0% |
| 2020 | 2,016,302 | 193,855 | 1,822,447 | 1139.6 | 0% |
| 2021 | 2,047,585 | 280,457 | 1,767,128 | 890.7 | 0% |
| 2022 | 1,231,537 | 246,600 | 984,937 | 948.1 | 0% |
| 2023 | 1,131,343 | 285,535 | 845,808 | 965.9 | 0% |
In its most recent public year (2023), this organization brought in $845,808 more than it spent. Its reserves stood at about 965.9 months of spending, up from 501.8 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
Machinists Retiree Health Investment Plan'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