Post-Ret Healthcare Benefit Tr For Bargaining Unit Oncor Participants
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2014 | 3,732,747 | 7,827,218 | −4,094,471 | 61.2 | 0% |
| 2015 | 7,373,047 | 11,607,239 | −4,234,192 | 38.1 | 0% |
| 2016 | 5,185,584 | 10,413,848 | −5,228,264 | 38.0 | 0% |
| 2017 | 7,387,233 | 8,629,762 | −1,242,529 | 44.2 | 0% |
| 2018 | 4,025,392 | 4,402,225 | −376,833 | 85.5 | 0% |
| 2019 | 2,950,873 | 5,500,589 | −2,549,716 | 62.9 | 0% |
| 2020 | 3,092,131 | 4,488,106 | −1,395,975 | 73.3 | 0% |
| 2021 | 4,009,549 | 4,430,302 | −420,753 | 73.2 | 0% |
| 2022 | 2,699,604 | 2,805,625 | −106,021 | 115.1 | 0% |
| 2023 | 2,138,588 | 4,858,087 | −2,719,499 | 59.7 | 0% |
In its most recent public year (2023), this organization spent $2,719,499 more than it brought in. Its reserves stood at about 59.7 months of spending, down from 61.2 in 2014. 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