Union Retirement Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 717,456 | 874,868 | −157,412 | 15.1 | 13% |
| 2012 | 732,913 | 632,842 | 100,071 | 22.8 | 18% |
| 2013 | 530,243 | 634,545 | −104,302 | 20.7 | 18% |
| 2014 | 753,918 | 674,308 | 79,610 | 20.9 | 17% |
| 2015 | 765,709 | 636,314 | 129,395 | 24.6 | 18% |
| 2016 | 780,349 | 653,608 | 126,741 | 26.3 | 17% |
| 2017 | 794,954 | 675,953 | 119,001 | 27.5 | 17% |
| 2018 | 809,530 | 654,703 | 154,827 | 31.3 | 18% |
| 2019 | 822,130 | 770,922 | 51,208 | -13.9 | 18% |
| 2020 | 877,551 | 737,841 | 139,710 | -12.2 | 17% |
| 2021 | 1,074,965 | 786,341 | 288,624 | -7.1 | 16% |
| 2022 | 1,111,493 | 935,085 | 176,408 | -1.5 | 14% |
| 2023 | 1,227,503 | 1,034,192 | 193,311 | 0.9 | 13% |
In its most recent public year (2023), this organization brought in $193,311 more than it spent. Its reserves stood at about 0.9 months of spending, down from 15.1 in 2011. Staff pay was 13% 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
Union Retirement Association'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