SMART - TD HEALTH AND WELFARE PLAN
ARLINGTON, VA 22202 · IRS data through FY2024
Revenue, expenses and net assets
Revenue Expenses Net assets
| Tax year | Revenue | Expenses | Net assets |
|---|---|---|---|
| FY2024 | $644,079,592 | $664,226,412 | $319,485,903 |
| FY2023 | $792,398,664 | $616,075,559 | $339,632,723 |
| FY2022 | $606,260,431 | $577,873,251 | $163,309,618 |
| FY2021 | $500,082,004 | $545,393,558 | $134,922,438 |
| FY2020 | $444,507,304 | $544,268,688 | $180,233,992 |
| FY2019 | $700,597,130 | $631,993,906 | $279,995,376 |
| FY2018 | $637,389,881 | $633,645,944 | $211,392,152 |
| FY2017 | $691,954,324 | $636,100,938 | $207,648,215 |
| FY2016 | $621,377,852 | $633,395,760 | $151,794,829 |
| FY2015 | $477,716,603 | $692,338,528 | $163,812,737 |
| FY2014 | $584,403,800 | $611,801,423 | $378,434,662 |
| FY2013 | $671,965,864 | $578,655,080 | $405,832,285 |
| FY2012 | $674,722,225 | $570,769,007 | $351,812,894 |
| FY2011 | $693,838,357 | $590,071,043 | $247,859,676 |
Where the revenue came from
| Source | Amount | % of revenue |
|---|---|---|
| Contributions & grants | $0 | 0% |
| Program service revenue | $632,617,271 | 100% |
What the numbers show
- Program service revenue made up 100% of total revenue in FY2024.
- Net assets covered about 5.8 months of expenses at the end of the reporting year. That puts it in the 24th percentile among 87 Mutual & Membership Benefit organizations in VA.
- Total revenue was higher than 100% of 87 Mutual & Membership Benefit organizations in VA.
- Total revenue fell from $693,838,357 in FY2011 to $644,079,592 in FY2024, Revenue increased in 6 and decreased in 7 of 13 year-over-year comparisons.
- Expenses exceeded revenue in 6 of 14 reported years (FY2014, FY2015, FY2016, FY2020, FY2021, FY2024).
- The highest revenue on record here is $792,398,664 in FY2023.
- Net assets grew from $247,859,676 to $319,485,903 between FY2011 and FY2024.
Figures compared against other organizations of the same NTEE program area in the same state. See the methodology page for how these are calculated and the guide to reading nonprofit financials for their limits.
About this organization
TO PROVIDE EMPLOYEE WELFARE BENEFITS TO ELIGIBLE RAILROAD EMPLOYEES PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS.
IRS status
| Ruling year | 2001 |
| Subsection | 501(c)(9) |
| Program area (NTEE) | Y43 — Mutual & Membership Benefit |
Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded September 20, 2026), Statistics of Income extracts, Form 990 e-file data, Publication 78 and the Automatic Revocation list. Figures are as reported by the organization; IRS processing may adjust them. This is not a charity rating and not tax advice. Confirm deductibility in IRS Tax Exempt Organization Search.
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