YMutual & Membership BenefitEIN: 232769744· Ruling Year: 1994

Trustees Of The Univ Of Penna Retiree Med & Death Benefits Tr

Philadelphia, Pennsylvania

B+Health Score
69B+

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

Working Capital Ratio (net assets ÷ expenses)

This Org30.14×
Peer Median10.70×
💰
$42.2M
Total Revenue
📊
$25.1M
Total Expenses
🏦
$755.9M
Net Assets
📋
$111K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-38.6%
Year-over-year change (2022 → 2023)
Net Margin
+40.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
30.14
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$42,231,16239%$25,077,2553%$756,040,9896%
2022$68,759,6716%$25,796,35221%$712,800,5741%
2021$64,649,00945%$32,621,04111%$717,825,60729%
2020$44,515,3391%$29,520,48410%$555,999,0266%
2019$44,882,80118%$26,796,6652%$523,014,0313%
2018$54,936,63728%$26,166,91131%$508,172,88513%
2017$42,898,88020%$19,917,5744%$449,265,71618%
2016$53,712,9323%$19,221,9581%$382,254,1632%
2015$55,364,22515%$19,495,20020%$374,546,8077%
2014$48,048,0733%$16,268,3248%$350,759,12518%
2013$46,449,44529%$15,046,9974%$296,721,94216%
2012$36,016,5709%$15,753,91811%$255,786,9928%
2011$33,011,668$17,624,975$236,493,678

Frequently Asked Questions

What does Trustees Of The Univ Of Penna Retiree Med & Death Benefits Tr do?

Trustees Of The Univ Of Penna Retiree Med & Death Benefits Tr is a mutual & membership benefit nonprofit organization based in Pennsylvania. It is classified under NTEE code Y330 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Trustees Of The Univ Of Penna Retiree Med & Death Benefits Tr financially healthy?

Based on our 9-metric Financial Health Score model, Trustees Of The Univ Of Penna Retiree Med & Death Benefits Tr has a score of 69/100 (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 Trustees Of The Univ Of Penna Retiree Med & Death Benefits Tr generate?

Trustees Of The Univ Of Penna Retiree Med & Death Benefits Tr reports $82.7M in annual revenue and holds $812.2M in total assets, based on IRS filings.

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