Union Education Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 7,001,958 | 8,303,983 | −1,302,025 | 5.7 | 5% |
| 2012 | 6,595,632 | 5,936,496 | 659,136 | 4.2 | 7% |
| 2013 | 6,430,641 | 5,007,862 | 1,422,779 | 8.1 | 9% |
| 2014 | 6,388,557 | 5,212,685 | 1,175,872 | 10.5 | 10% |
| 2015 | 6,499,892 | 5,379,576 | 1,120,316 | 12.7 | 9% |
| 2016 | 6,958,526 | 5,575,183 | 1,383,343 | 15.2 | 9% |
| 2017 | 6,831,649 | 5,760,406 | 1,071,243 | 17.7 | 8% |
| 2018 | 6,825,736 | 5,772,217 | 1,053,519 | 19.1 | 5% |
| 2019 | 6,907,596 | 5,524,669 | 1,382,927 | 25.2 | 7% |
| 2020 | 8,258,193 | 5,543,341 | 2,714,852 | 31.0 | 7% |
| 2021 | 8,365,976 | 5,077,984 | 3,287,992 | 46.0 | 8% |
| 2022 | 4,007,603 | 4,611,316 | −603,713 | 49.1 | 10% |
| 2023 | 8,542,072 | 4,298,501 | 4,243,571 | 64.5 | 13% |
In its most recent public year (2023), this organization brought in $4,243,571 more than it spent. Its reserves stood at about 64.5 months of spending, up from 5.7 in 2011. Staff pay was 13% 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
Union Education 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