Sheet Metal Workers Intl Local 214 Baton Rouge Educational Trust Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 515,392 | 571,732 | −56,340 | 13.1 | 29% |
| 2012 | 570,299 | 569,606 | 693 | 13.2 | 31% |
| 2013 | 668,622 | 621,392 | 47,230 | 12.2 | 34% |
| 2014 | 712,596 | 651,659 | 60,937 | 12.8 | 33% |
| 2015 | 721,413 | 759,882 | −38,469 | 11.2 | 31% |
| 2016 | 641,318 | 706,360 | −65,042 | 13.3 | 33% |
| 2017 | 592,903 | 651,692 | −58,789 | 12.9 | 38% |
| 2018 | 572,498 | 667,658 | −95,160 | 10.9 | 41% |
| 2019 | 568,814 | 561,010 | 7,804 | 13.2 | 45% |
| 2020 | 495,243 | 499,339 | −4,096 | 14.7 | 42% |
| 2021 | 469,132 | 428,501 | 40,631 | 18.3 | 39% |
| 2022 | 530,349 | 437,478 | 92,871 | 20.4 | 30% |
| 2023 | 503,872 | 456,407 | 47,465 | 20.8 | 29% |
In its most recent public year (2023), this organization brought in $47,465 more than it spent. Its reserves stood at about 20.8 months of spending, up from 13.1 in 2011. Staff pay was 29% 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
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