Pepsi Cola Bottling Company Employees Health Plan Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,301,074 | 1,321,798 | −20,724 | 0.7 | 0% |
| 2012 | 1,403,422 | 1,444,716 | −41,294 | 0.3 | 0% |
| 2013 | 1,395,999 | 1,305,290 | 90,709 | 1.1 | 0% |
| 2014 | 1,305,830 | 1,401,916 | −96,086 | 0.2 | 0% |
| 2015 | 1,721,232 | 1,719,733 | 1,499 | 0.2 | 0% |
| 2016 | 2,400,842 | 2,195,305 | 205,537 | 1.3 | 0% |
| 2017 | 1,653,650 | 1,587,712 | 65,938 | 2.3 | 0% |
| 2018 | 1,654,208 | 1,723,931 | −69,723 | 1.6 | 0% |
| 2019 | 1,512,745 | 1,733,117 | −220,372 | 0.1 | 0% |
| 2020 | 1,984,673 | 1,789,008 | 195,665 | 1.4 | 0% |
| 2021 | 1,645,213 | 1,894,126 | −248,913 | -0.3 | 0% |
| 2022 | 2,086,981 | 1,850,737 | 236,244 | 1.3 | 0% |
| 2023 | 2,114,850 | 2,035,713 | 79,137 | 1.6 | 0% |
In its most recent public year (2023), this organization brought in $79,137 more than it spent. Its reserves stood at about 1.6 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
Pepsi Cola Bottling Company Employees Health Plan Trust'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