Y — Mutual & Membership BenefitEIN: 010517029· 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

💰
$713K
Total Revenue
📊
$3.9M
Total Expenses
🏦
$6.3M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

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

Filing History

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

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?▼

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?▼

Trust Agreement For Post-retirement Medical Plan For Union Employees O reports $1.5M in annual revenue and holds $697K in total assets, based on IRS filings.

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