Southwest Montana Building Trades Vacation Plan
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,206,693 | 2,225,493 | −18,800 | 2.0 | 0% |
| 2012 | 2,506,081 | 2,699,794 | −193,713 | 0.9 | 0% |
| 2013 | 2,292,803 | 2,276,963 | 15,840 | 1.0 | 0% |
| 2014 | 1,963,878 | 1,964,676 | −798 | 1.2 | 0% |
| 2015 | 2,091,368 | 2,094,243 | −2,875 | 1.0 | 0% |
| 2016 | 2,591,345 | 2,627,191 | −35,846 | 0.6 | 0% |
| 2017 | 2,306,221 | 2,278,181 | 28,040 | 0.7 | 0% |
| 2018 | 2,358,830 | 2,314,167 | 44,663 | 0.8 | 0% |
| 2019 | 2,515,581 | 2,467,189 | 48,392 | 1.1 | 0% |
| 2020 | 2,346,295 | 2,729,843 | −383,548 | 9.4 | 0% |
| 2021 | 2,128,254 | 1,890,306 | 237,948 | 15.1 | 0% |
| 2022 | 1,654,633 | 2,009,061 | −354,428 | 11.8 | 0% |
| 2023 | 1,543,631 | 1,667,098 | −123,467 | 13.2 | 0% |
In its most recent public year (2023), this organization spent $123,467 more than it brought in. Its reserves stood at about 13.2 months of spending, up from 2 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
Southwest Montana Building Trades Vacation Plan'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