City Of San Jose Sworn Veba Health Savings Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2018 | 8,282,681 | 2,384 | 8,280,297 | 41679.3 | 0% |
| 2019 | 2,288,048 | 33,001 | 2,255,047 | 3830.9 | 0% |
| 2020 | 2,830,151 | 86,756 | 2,743,395 | 1855.7 | 0% |
| 2021 | 3,389,630 | 90,269 | 3,299,361 | 2455.9 | 0% |
| 2022 | 4,100,535 | 183,777 | 3,916,758 | 1375.7 | 0% |
| 2023 | 4,694,710 | 223,856 | 4,470,854 | 1437.5 | 0% |
In its most recent public year (2023), this organization brought in $4,470,854 more than it spent. Its reserves stood at about 1437.5 months of spending, down from 41679.3 in 2018. 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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