YMutual & Membership BenefitEIN: 236000755· Ruling Year: 1972

Mutual Beneficial Association Inc

Berwyn, Pennsylvania

CHealth Score
44C

Financial Health Score

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

Below Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.23×
Peer Median10.70×
💰
$11.8M
Total Revenue
📊
$11.7M
Total Expenses
🏦
$2.7M
Net Assets
📋
$129.2M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-41.2%
Year-over-year change (2022 → 2023)
Net Margin
+0.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.23
Net assets divided by total expenses
Liabilities-to-Assets
98.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$11,785,42841%$11,722,47341%$131,839,3041%
2022$20,036,73920%$19,888,19022%$132,759,6284%
2021$16,714,77110%$16,245,86811%$127,426,3843%
2020$15,240,99315%$14,684,28318%$123,181,7405%
2019$17,963,62612%$17,842,56412%$117,257,8395%
2018$15,991,2156%$15,881,5375%$111,618,6655%
2017$17,007,8455%$16,798,6585%$106,132,0178%
2016$16,231,809$15,994,3641%$98,155,1689%
2015$16,156,0436%$15,886,7975%$90,436,34612%
2014$15,300,60215%$15,063,10914%$80,960,16613%
2013$13,354,32826%$13,264,06426%$71,807,88412%
2012$10,638,70819%$10,556,33819%$64,098,55810%
2011$13,137,732$13,042,092$58,277,585

Frequently Asked Questions

What does Mutual Beneficial Association Inc do?

Mutual Beneficial Association Inc is a mutual & membership benefit nonprofit organization based in Pennsylvania. It is classified under NTEE code Y20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Mutual Beneficial Association Inc financially healthy?

Based on our 9-metric Financial Health Score model, Mutual Beneficial Association Inc has a score of 44/100 (Grade: C). 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 Mutual Beneficial Association Inc generate?

Mutual Beneficial Association Inc reports $10.9M in annual revenue and holds $128.2M in total assets, based on IRS filings.

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Mutual Beneficial Association Inc — Berwyn, PA | GiveScope