Co-Op Health & Wealthfare Plan And Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 14,960,530 | 14,529,619 | 430,911 | 4.1 | 0% |
| 2012 | 16,161,315 | 15,921,580 | 239,735 | 4.2 | 0% |
| 2013 | 17,552,749 | 15,749,323 | 1,803,426 | 6.5 | 0% |
| 2014 | 19,573,489 | 20,031,602 | −458,113 | 4.6 | 0% |
| 2015 | 20,861,959 | 19,960,323 | 901,636 | 4.8 | 0% |
| 2016 | 22,147,793 | 21,231,588 | 916,205 | 4.8 | 0% |
| 2017 | 22,335,279 | 21,788,415 | 546,864 | 5.6 | 0% |
| 2018 | 22,949,787 | 22,184,524 | 765,263 | 5.7 | 0% |
| 2019 | 24,074,209 | 22,801,550 | 1,272,659 | 6.2 | 0% |
| 2020 | 24,011,889 | 24,963,624 | −951,735 | 5.3 | 0% |
| 2021 | 22,336,295 | 22,507,667 | −171,372 | 6.1 | 0% |
| 2022 | 21,322,536 | 20,711,396 | 611,140 | 7.4 | 0% |
| 2023 | 22,656,282 | 21,391,201 | 1,265,081 | 8.4 | 0% |
In its most recent public year (2023), this organization brought in $1,265,081 more than it spent. Its reserves stood at about 8.4 months of spending, up from 4.1 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
Co-Op Health & Wealthfare Plan And 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