San Jose Retired Employees Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 56,243 | 47,359 | 8,884 | 31.6 | — |
| 2012 | 226,646 | 89,044 | 137,602 | 35.4 | 8% |
| 2013 | 159,161 | 282,998 | −123,837 | 5.9 | — |
| 2014 | 262,335 | 137,432 | 124,903 | 24.0 | 5% |
| 2015 | 248,720 | 84,518 | 164,202 | 62.4 | 11% |
| 2016 | 296,015 | 150,795 | 145,220 | 46.5 | 5% |
| 2017 | 753,172 | 101,953 | 651,219 | 145.4 | 9% |
| 2018 | 262,620 | 52,985 | 209,635 | 327.3 | 16% |
| 2019 | 294,286 | 349,943 | −55,657 | 47.6 | 3% |
| 2020 | 304,899 | 59,328 | 245,571 | 330.7 | 24% |
| 2021 | 283,226 | 255,072 | 28,154 | 78.3 | 5% |
| 2022 | 286,033 | 61,291 | 224,742 | 369.7 | 17% |
| 2023 | 331,607 | 100,879 | 230,728 | 252.0 | 22% |
In its most recent public year (2023), this organization brought in $230,728 more than it spent. Its reserves stood at about 252 months of spending, up from 31.6 in 2011. Staff pay was 22% 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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