The American Electric Power System Retiree Medical Benefit Trust For
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 24,415,502 | 13,435,432 | 10,980,070 | 329.5 | 1% |
| 2011 | 27,592,791 | 11,862,799 | 15,729,992 | 385.5 | 1% |
| 2012 | 30,131,584 | 13,325,176 | 16,806,408 | 378.1 | 1% |
| 2013 | 30,201,693 | 19,389,003 | 10,812,690 | 270.0 | 1% |
| 2014 | 50,122,181 | 25,133,293 | 24,988,888 | 220.6 | 0% |
| 2015 | 30,857,961 | 26,169,528 | 4,688,433 | 199.9 | 0% |
| 2016 | 27,079,477 | 24,901,380 | 2,178,097 | 214.2 | 0% |
| 2017 | 50,544,019 | 28,338,508 | 22,205,511 | 213.2 | 1% |
| 2018 | 47,834,560 | 28,714,976 | 19,119,584 | 189.2 | 0% |
| 2019 | 36,843,160 | 24,967,559 | 11,875,601 | 257.4 | 1% |
| 2020 | 49,157,613 | 28,838,160 | 20,319,453 | 261.0 | 0% |
| 2021 | 67,488,820 | 27,124,467 | 40,364,353 | 282.2 | 1% |
| 2022 | 11,008,965 | 31,064,695 | −20,055,730 | 178.8 | 1% |
| 2023 | 13,617,656 | 32,708,055 | −19,090,399 | 185.4 | 0% |
In its most recent public year (2023), this organization spent $19,090,399 more than it brought in. Its reserves stood at about 185.4 months of spending, down from 329.5 in 2010. 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
The American Electric Power System Retiree Medical Benefit Trust For'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