Y โ€” Mutual & Membership BenefitEIN: 010517029ยท Ruling Year: 1998

Trust Agreement For Post Retirement Medical Plan For Union Employees O

Orange, Connecticut

BHealth Score
62B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

๐Ÿ’ฐ
$713K
Total Revenue
๐Ÿ“Š
$3.9M
Total Expenses
๐Ÿฆ
$6.3M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+152.9%
Year-over-year change (2022 โ†’ 2023)
Net Margin
-452.0%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$713,380โ†‘153%$3,937,580โ†‘8%$6,335,534โ†“34%
2022$282,114โ†“85%$3,660,124โ†“58%$9,559,734โ†“26%
2021$1,860,359โ†“31%$8,725,280โ†‘302%$12,937,744โ†“35%
2020$2,710,191โ†‘119%$2,173,094โ†‘5%$19,802,665โ†‘3%
2019$1,236,377โ†‘61%$2,073,442โ†“10%$19,242,955โ†“4%
2018$768,050โ†“56%$2,306,891โ†“1%$20,092,028โ†“7%
2017$1,731,457โ†‘348%$2,339,183โ†‘789%$21,611,545โ†“3%
2016$386,467โ†“76%$263,089โ†“81%$22,239,454โ†‘1%
2015$1,615,705โ†‘9%$1,385,763โ†“41%$22,113,785โ†‘1%
2014$1,476,642โ†‘5%$2,329,646โ†‘366%$21,832,903โ†“3%
2013$1,406,432โ†“72%$500,329โ†‘1015%$22,616,975โ†‘4%
2012$5,101,254โ†‘406%$44,854โ†‘1150%$21,789,478โ†‘30%
2011$1,008,160$3,588$16,776,618

Frequently Asked Questions

What does Trust Agreement For Post Retirement Medical Plan For Union Employees O do?โ–ผ

Trust Agreement For Post Retirement Medical Plan For Union Employees O is a mutual & membership benefit nonprofit organization based in Connecticut. It is classified under NTEE code Y99 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Trust Agreement For Post Retirement Medical Plan For Union Employees O financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Trust Agreement For Post Retirement Medical Plan For Union Employees O has a score of 62/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Trust Agreement For Post Retirement Medical Plan For Union Employees O generate?โ–ผ

Trust Agreement For Post Retirement Medical Plan For Union Employees O reports $1.1M in annual revenue and holds $3.7M in total assets, based on IRS filings.

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Trust Agreement For Post Retirement Medical Plan For Union Employees O โ€” Orange, CT | GiveScope