Security Benefit Healthcare Reimbursement Account Trust For
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2013 | 1,030,911 | 279,713 | 751,198 | 213.3 | 0% |
| 2014 | 1,388,629 | 328,912 | 1,059,717 | 220.0 | 0% |
| 2015 | 988,636 | 716,875 | 271,761 | 105.5 | 0% |
| 2016 | 1,106,754 | 835,236 | 271,518 | 94.5 | 0% |
| 2017 | 1,115,716 | 1,870,994 | −755,278 | 37.3 | 0% |
| 2018 | 1,147,118 | 679,522 | 467,596 | 111.0 | 0% |
| 2019 | 943,502 | 1,298,521 | −355,019 | 54.8 | 0% |
| 2020 | 578,370 | 3,299,915 | −2,721,545 | 14.7 | 0% |
| 2021 | 800,799 | 332,855 | 467,944 | 173.6 | 0% |
| 2022 | 561,337 | 330,317 | 231,020 | 151.7 | 0% |
| 2023 | 525,083 | 295,711 | 229,372 | 193.8 | 0% |
In its most recent public year (2023), this organization brought in $229,372 more than it spent. Its reserves stood at about 193.8 months of spending, down from 213.3 in 2013. 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
A new entry when its next filing is released. No account, no email; works in any feed reader, Slack, or automation tool. How following works