Z — UnclassifiedEIN: 136674743

Health & Benefits Trusr Fund Iuoe

New York, New York

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 664 peers in Unclassified with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org3.14×
Peer Median0.87×
💰
$210.0M
Total Revenue
📊
$175.5M
Total Expenses
🏦
$550.3M
Net Assets
📋
$19.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+2.0%
Year-over-year change (2022 → 2023)
Net Margin
+16.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.14
Net assets divided by total expenses
Liabilities-to-Assets
3.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$210,030,138↑2%$175,507,640↑10%$569,780,531↑18%
2022$205,903,160$159,466,229↑3%$483,848,224↓4%
2021$205,106,745↑16%$154,292,871↑18%$504,706,967↑13%
2020$176,733,689↑3%$130,222,257↓8%$445,562,615↑20%
2019$172,182,008↑10%$141,949,041↑7%$370,234,682↑17%
2018$156,837,777↑8%$133,051,549↑11%$315,504,840↑3%
2017$145,599,953↑4%$119,990,325↑2%$306,379,930↑14%
2016$140,132,465↑12%$117,172,930↑10%$267,895,486↑11%
2015$125,282,737↓12%$106,576,072↑6%$240,279,210↑6%
2014$143,024,757↑34%$100,610,232↑6%$227,676,502↑25%
2013$106,505,210↑2%$95,004,911↑14%$181,877,025↑5%
2012$104,350,678↑5%$83,535,321↑3%$173,504,714↑17%
2011$99,083,356$80,905,776$148,906,477

Frequently Asked Questions

What does Health & Benefits Trusr Fund Iuoe do?▼

Health & Benefits Trusr Fund Iuoe 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 Health & Benefits Trusr Fund Iuoe financially healthy?▼

Based on our 9-metric Financial Health Score model, Health & Benefits Trusr Fund Iuoe 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 Health & Benefits Trusr Fund Iuoe generate?▼

Health & Benefits Trusr Fund Iuoe reports $231.9M in annual revenue and holds $637.3M in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Unclassified category, or browse all nonprofits in New York.