Y โ€” Mutual & Membership BenefitEIN: 043480219ยท Ruling Year: 2002

Master Trust Agreement For Welfare Benefits

Somerville, Massachusetts

A-Health Score
75A-

Financial Health Score

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

Very Good

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

๐Ÿ’ฐ
$13.5M
Total Revenue
๐Ÿ“Š
$9.0M
Total Expenses
๐Ÿฆ
$177.3M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+6.1%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+33.5%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$13,480,756โ†‘6%$8,963,306โ†‘10%$177,251,853โ†‘18%
2022$12,702,299โ†‘9%$8,151,548โ†‘6%$150,443,269โ†“11%
2021$11,626,621โ†“3%$7,667,801โ†‘11%$169,877,449โ†‘30%
2020$11,999,774โ†‘32%$6,902,332โ†‘3%$130,703,354โ†‘8%
2019$9,115,752โ†“9%$6,674,067โ†‘9%$120,583,039โ†‘4%
2018$10,029,987โ†‘20%$6,111,964โ†‘112%$116,349,784โ†‘15%
2017$8,378,347$2,888,774โ†‘11%$101,427,633โ†‘21%
2016$8,389,970โ†‘4%$2,601,246โ†‘21%$83,756,704โ†‘17%
2015$8,056,554โ†“11%$2,151,064โ†‘15%$71,338,830โ†‘8%
2014$9,074,626โ†‘7%$1,862,735โ†‘28%$66,200,165โ†‘23%
2013$8,514,456โ†‘25%$1,450,986โ†‘7374%$53,721,466โ†‘28%
2012$6,813,349โ†‘6%$19,413โ†‘1134%$42,074,058โ†‘40%
2011$6,431,560$1,573$29,999,868

Frequently Asked Questions

What does Master Trust Agreement For Welfare Benefits do?โ–ผ

Master Trust Agreement For Welfare Benefits is a mutual & membership benefit nonprofit organization based in Massachusetts. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Master Trust Agreement For Welfare Benefits financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Master Trust Agreement For Welfare Benefits has a score of 75/100 (Grade: A-). 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 Master Trust Agreement For Welfare Benefits generate?โ–ผ

Master Trust Agreement For Welfare Benefits reports $13.3M in annual revenue and holds $225.1M in total assets, based on IRS filings.

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Master Trust Agreement For Welfare Benefits โ€” Somerville, MA | GiveScope