Southwest Health Benefits Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 430,941 | 319,320 | 111,621 | 33.8 | 3% |
| 2012 | 424,586 | 406,095 | 18,491 | 27.2 | 2% |
| 2013 | 410,739 | 217,181 | 193,558 | 61.4 | 5% |
| 2015 | 449,304 | 400,144 | 49,160 | 39.5 | 0% |
| 2016 | 495,791 | 363,930 | 131,861 | 48.6 | 0% |
| 2017 | 560,280 | 352,878 | 207,402 | 58.6 | 0% |
| 2018 | 582,098 | 371,696 | 210,402 | 60.3 | 0% |
| 2019 | 714,025 | 528,120 | 185,905 | 48.9 | 0% |
| 2020 | 696,231 | 510,224 | 186,007 | 57.1 | 0% |
| 2021 | 1,006,820 | 936,705 | 70,115 | 31.7 | 0% |
| 2022 | 4,885,198 | 1,823,583 | 3,061,615 | 48.5 | 0% |
| 2023 | 2,497,707 | 1,767,269 | 730,438 | 57.2 | 0% |
In its most recent public year (2023), this organization brought in $730,438 more than it spent. Its reserves stood at about 57.2 months of spending, up from 33.8 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
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