ZUnclassifiedEIN: 136179467· Ruling Year: 1965

Local 475 Health Plan

Pelham, New York

A-Health Score
81A-

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 Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org2.78×
Peer Median15.40×
💰
$8.0M
Total Revenue
📊
$6.1M
Total Expenses
🏦
$16.9M
Net Assets
📋
$802K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+11.5%
Year-over-year change (2022 → 2023)
Net Margin
+24.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.78
Net assets divided by total expenses
Liabilities-to-Assets
4.5%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$8,024,43812%$6,077,03531%$17,720,88224%
2022$7,193,791$4,633,05232%$14,301,3185%
2021$7,228,7421%$6,839,97039%$15,003,77521%
2020$7,179,8643%$4,925,4947%$12,349,76433%
2019$7,437,79527%$5,323,06511%$9,276,73128%
2018$5,850,8905%$4,790,7787%$7,257,90014%
2017$5,586,9782%$4,462,98112%$6,356,19532%
2016$5,493,06113%$3,981,9029%$4,830,38548%
2015$4,843,7071%$3,659,11316%$3,256,11858%
2014$4,814,7307%$4,347,13315%$2,056,43619%
2013$5,181,0206%$5,108,33114%$1,721,5659%
2012$5,522,2993%$5,961,75210%$1,575,44422%
2011$5,706,060$6,653,659$2,025,520

Frequently Asked Questions

What does Local 475 Health Plan do?

Local 475 Health Plan is a unclassified nonprofit organization based in New York. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Local 475 Health Plan financially healthy?

Based on our 9-metric Financial Health Score model, Local 475 Health Plan has a score of 81/100 (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 Local 475 Health Plan generate?

Local 475 Health Plan reports $8.0M in annual revenue and holds $21.7M in total assets, based on IRS filings.

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