YMutual & Membership BenefitEIN: 208079417· Ruling Year: 2009

Unitarian Universalist Associationemployee Benefits Trust

Boston, Massachusetts

B-Health Score
52B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.21×
Peer Median10.70×
💰
$15.8M
Total Revenue
📊
$16.2M
Total Expenses
🏦
$3.4M
Net Assets
📋
$604K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+0.7%
Year-over-year change (2022 → 2023)
Net Margin
-2.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.21
Net assets divided by total expenses
Liabilities-to-Assets
15.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$15,775,3981%$16,222,6893%$3,978,81115%
2022$15,671,05814%$16,751,9867%$4,657,21321%
2021$13,746,0185%$15,695,92113%$5,887,06221%
2020$13,064,8328%$13,935,38914%$7,414,7535%
2019$12,108,6124%$12,225,20220%$7,768,1433%
2018$11,642,4725%$10,202,43513%$7,544,02620%
2017$11,078,8263%$9,030,52321%$6,292,96729%
2016$10,756,4775%$11,501,5459%$4,890,8132%
2015$10,269,5025%$10,589,9348%$4,801,55313%
2014$9,809,9227%$9,804,8422%$5,512,1686%
2013$9,142,2657%$9,572,87614%$5,192,49113%
2012$8,547,2728%$8,405,74542%$5,937,6212%
2011$7,930,555$5,907,895$5,815,070

Frequently Asked Questions

What does Unitarian Universalist Associationemployee Benefits Trust do?

Unitarian Universalist Associationemployee Benefits Trust 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 Unitarian Universalist Associationemployee Benefits Trust financially healthy?

Based on our 9-metric Financial Health Score model, Unitarian Universalist Associationemployee Benefits Trust has a score of 52/100 (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 Unitarian Universalist Associationemployee Benefits Trust generate?

Unitarian Universalist Associationemployee Benefits Trust reports $18.2M in annual revenue and holds $5.9M in total assets, based on IRS filings.

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