Retiree Benefits Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 55,034 | 143,967 | −88,933 | 181.1 | 44% |
| 2012 | 43,029 | 134,206 | −91,177 | 200.6 | 45% |
| 2013 | 42,815 | 161,980 | −119,165 | 181.3 | 40% |
| 2014 | 46,721 | 136,991 | −90,270 | 223.0 | 47% |
| 2015 | 55,879 | 148,403 | −92,524 | 197.1 | 47% |
| 2016 | 54,091 | 143,769 | −89,678 | 207.2 | 49% |
| 2017 | 770,391 | 732,223 | 38,168 | 43.4 | 10% |
| 2018 | 634,987 | 669,408 | −34,421 | 43.2 | 11% |
| 2019 | 464,215 | 557,139 | −92,924 | 59.4 | 13% |
| 2020 | 442,977 | 571,735 | −128,758 | 61.5 | 13% |
| 2021 | 399,488 | 561,867 | −162,379 | 70.1 | 14% |
| 2022 | 49,775 | 280,029 | −230,254 | 108.9 | 29% |
| 2023 | 54,182 | 289,247 | −235,065 | 112.6 | 28% |
In its most recent public year (2023), this organization spent $235,065 more than it brought in. Its reserves stood at about 112.6 months of spending, down from 181.1 in 2011. Staff pay was 28% 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
Retiree Benefits 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