Exchange Bank Health And Welfare Benefit Plan Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 123,903 | 353,441 | −229,538 | 57.3 | 0% |
| 2012 | 1,714,527 | 340,535 | 1,373,992 | 107.9 | 0% |
| 2013 | 288,363 | 473,478 | −185,115 | 72.9 | 0% |
| 2014 | 229,681 | 479,489 | −249,808 | 65.7 | 0% |
| 2015 | 333,296 | 434,950 | −101,654 | 69.6 | 0% |
| 2016 | 278,336 | 532,039 | −253,703 | 51.2 | 0% |
| 2017 | 265,944 | 566,920 | −300,976 | 41.7 | 0% |
| 2018 | 388,480 | 570,628 | −182,148 | 37.6 | 0% |
| 2019 | 1,042,570 | 627,046 | 415,524 | 42.1 | 0% |
| 2020 | 2,284,181 | 362,796 | 1,921,385 | 136.3 | 0% |
| 2021 | 2,910,752 | 1,145,508 | 1,765,244 | 61.7 | 0% |
| 2022 | 396,878 | 748,949 | −352,071 | 88.5 | 0% |
| 2023 | 983,348 | 570,422 | 412,926 | 118.7 | 0% |
In its most recent public year (2023), this organization brought in $412,926 more than it spent. Its reserves stood at about 118.7 months of spending, up from 57.3 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
Exchange Bank Health And Welfare Benefit 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