ZUnclassifiedEIN: 141442159· Ruling Year: 1960

I B E W Local 236 Health And Benefit Fund Plan

Schenectady, New York

B+Health Score
66B+

Financial Health Score

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

Good

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org4.45×
Peer Median5.86×
💰
$25.7M
Total Revenue
📊
$25.2M
Total Expenses
🏦
$112.1M
Net Assets
📋
$3.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-19.9%
Year-over-year change (2022 → 2023)
Net Margin
+2.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
4.45
Net assets divided by total expenses
Liabilities-to-Assets
2.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$25,722,60520%$25,165,1031%$115,024,7183%
2022$32,095,78114%$25,318,80011%$111,969,7618%
2021$28,059,2781%$22,766,40510%$121,158,2988%
2020$27,718,8235%$20,609,0872%$112,371,9299%
2019$29,202,6058%$20,983,32818%$103,055,0788%
2018$26,922,23915%$17,801,5337%$95,545,38110%
2017$23,445,99513%$16,648,7654%$87,212,08911%
2016$20,706,03721%$17,363,17610%$78,503,5842%
2015$26,226,56124%$15,729,74811%$79,806,38613%
2014$21,149,22026%$14,160,8354%$70,774,96721%
2013$16,842,0414%$14,722,4533%$58,376,3403%
2012$17,575,02912%$14,288,2647%$56,762,6839%
2011$19,869,238$13,383,838$52,245,691

Frequently Asked Questions

What does I B E W Local 236 Health And Benefit Fund Plan do?

I B E W Local 236 Health And Benefit Fund 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 I B E W Local 236 Health And Benefit Fund Plan financially healthy?

Based on our 9-metric Financial Health Score model, I B E W Local 236 Health And Benefit Fund Plan has a score of 66/100 (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 I B E W Local 236 Health And Benefit Fund Plan generate?

I B E W Local 236 Health And Benefit Fund Plan reports $29.1M in annual revenue and holds $120.3M in total assets, based on IRS filings.

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