Hallmark Retiree Veba Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 25,403,003 | 31,108,252 | −5,705,249 | 11.3 | 0% |
| 2012 | 23,566,213 | 30,898,103 | −7,331,890 | 8.5 | 0% |
| 2013 | 20,722,099 | 26,771,389 | −6,049,290 | 6.5 | 0% |
| 2014 | 19,695,295 | 24,318,886 | −4,623,591 | 4.5 | 0% |
| 2015 | 16,504,005 | 20,067,793 | −3,563,788 | 3.1 | 0% |
| 2016 | 17,107,092 | 21,192,565 | −4,085,473 | 0.7 | 0% |
| 2017 | 19,251,567 | 20,103,850 | −852,283 | 0.2 | 0% |
| 2018 | 2,806,887 | 2,749,913 | 56,974 | 2.0 | 0% |
| 2019 | 18,528,708 | 18,783,289 | −254,581 | 0.1 | 0% |
| 2020 | 20,195,816 | 14,874,156 | 5,321,660 | 4.5 | 0% |
| 2021 | 12,871,532 | 14,432,965 | −1,561,433 | 3.3 | 0% |
| 2022 | 4,725,742 | 4,218,855 | 506,887 | 12.7 | 0% |
| 2023 | 3,548,205 | 2,795,588 | 752,617 | 22.4 | 0% |
In its most recent public year (2023), this organization brought in $752,617 more than it spent. Its reserves stood at about 22.4 months of spending, up from 11.3 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
Hallmark Retiree Veba Tr'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