Paul Mellon Health Care Plan Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 285,756 | 238,233 | 47,523 | 109.4 | 0% |
| 2012 | 158,950 | 232,875 | −73,925 | 108.3 | 0% |
| 2013 | 156,100 | 228,245 | −72,145 | 102.5 | 0% |
| 2015 | 127,923 | 205,409 | −77,486 | 102.7 | 0% |
| 2016 | 128,365 | 191,025 | −62,660 | 103.9 | 0% |
| 2017 | 89,236 | 209,297 | −120,061 | 87.5 | 0% |
| 2018 | 109,245 | 172,859 | −63,614 | 99.7 | 0% |
| 2019 | 73,562 | 159,651 | −86,089 | 103.0 | 0% |
| 2020 | 61,759 | 140,111 | −78,352 | 111.9 | 0% |
| 2021 | 48,083 | 144,625 | −96,542 | 100.4 | 0% |
| 2022 | 61,900 | 124,983 | −63,083 | 105.7 | 0% |
| 2023 | 60,484 | 126,166 | −65,682 | 99.6 | 0% |
In its most recent public year (2023), this organization spent $65,682 more than it brought in. Its reserves stood at about 99.6 months of spending, down from 109.4 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
Paul Mellon Health Care Plan 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