Union Labor Retirement Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 5,199,738 | 4,609,107 | 590,631 | 35.6 | 25% |
| 2012 | 4,917,465 | 4,228,176 | 689,289 | 40.8 | 27% |
| 2013 | 5,480,808 | 4,412,637 | 1,068,171 | 42.0 | 26% |
| 2014 | 5,263,610 | 4,633,754 | 629,856 | 41.6 | 25% |
| 2015 | 5,889,125 | 8,124,771 | −2,235,646 | 20.4 | 13% |
| 2016 | 1,976,328 | 653,608 | 1,322,720 | 254.9 | 17% |
| 2017 | 2,138,246 | 1,817,085 | 321,161 | 93.3 | 21% |
| 2018 | 2,148,906 | 2,041,978 | 106,928 | 83.6 | 18% |
| 2019 | 1,829,487 | 1,668,407 | 161,080 | 14.8 | 23% |
| 2020 | 2,516,916 | 1,690,095 | 826,821 | 107.0 | 23% |
| 2021 | 2,359,366 | 1,933,515 | 425,851 | 96.2 | 22% |
| 2022 | 2,527,173 | 2,192,654 | 334,519 | 86.7 | 22% |
| 2023 | 18,313,345 | 3,105,991 | 15,207,354 | 119.9 | 15% |
In its most recent public year (2023), this organization brought in $15,207,354 more than it spent. Its reserves stood at about 119.9 months of spending, up from 35.6 in 2011. Staff pay was 15% 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 Labor 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