Palo Alto Foundation Medical Group Inc Retiree Health Plan
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,069,538 | 19,118 | 1,050,420 | 5590.4 | 0% |
| 2012 | 1,910,864 | 239,120 | 1,671,744 | 530.9 | 0% |
| 2013 | 1,425,261 | 113,844 | 1,311,417 | 1644.2 | 0% |
| 2014 | 2,510,648 | 240,877 | 2,269,771 | 924.9 | 0% |
| 2015 | 641,264 | 514,331 | 126,933 | 431.3 | 0% |
| 2016 | 1,038,426 | 676,094 | 362,332 | 350.0 | 0% |
| 2017 | 1,086,093 | 933,551 | 152,542 | 284.5 | 0% |
| 2018 | 1,468,352 | 917,284 | 551,068 | 277.5 | 0% |
| 2019 | 1,618,442 | 1,002,263 | 616,179 | 302.4 | 0% |
| 2020 | 5,326,104 | 10,059,432 | −4,733,328 | 20.6 | 0% |
| 2021 | 2,529,694 | 1,870,076 | 659,618 | 114.3 | 0% |
| 2022 | 631,504 | 1,310,632 | −679,128 | 134.4 | 0% |
| 2023 | 1,270,533 | 1,555,178 | −284,645 | 117.3 | 0% |
In its most recent public year (2023), this organization spent $284,645 more than it brought in. Its reserves stood at about 117.3 months of spending, down from 5590.4 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
Palo Alto Foundation Medical Group Inc Retiree Health 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