Capreit Welfare Benefit Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,719,495 | 2,763,570 | −44,075 | 5.3 | 0% |
| 2012 | 2,474,969 | 2,328,618 | 146,351 | 7.1 | 0% |
| 2013 | 2,296,124 | 2,371,411 | −75,287 | 6.5 | 0% |
| 2014 | 2,190,757 | 2,644,691 | −453,934 | 3.8 | 0% |
| 2015 | 2,725,697 | 2,893,068 | −167,371 | 2.8 | 0% |
| 2016 | 3,457,557 | 3,502,138 | −44,581 | 2.1 | 0% |
| 2017 | 4,056,191 | 3,530,093 | 526,098 | 3.9 | 0% |
| 2018 | 4,092,179 | 4,101,815 | −9,636 | 3.3 | 0% |
| 2019 | 4,797,474 | 4,334,054 | 463,420 | 4.4 | 0% |
| 2020 | 5,085,524 | 4,717,219 | 368,305 | 5.0 | 0% |
| 2021 | 5,318,218 | 4,628,456 | 689,762 | 6.9 | 0% |
| 2022 | 4,732,042 | 5,011,518 | −279,476 | 5.7 | 0% |
| 2023 | 4,360,536 | 4,828,468 | −467,932 | 4.8 | 0% |
In its most recent public year (2023), this organization spent $467,932 more than it brought in. Its reserves stood at about 4.8 months of spending. 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
Capreit Welfare Benefit Trust'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