Carrier-ila Container Royalty Fund No 5

Lyndhurst, New Jersey

BHealth Score
61B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 75 peers in Mutual & Membership Benefit with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org2.15×
Peer Median0.49×
💰
$114.3M
Total Revenue
📊
$87.3M
Total Expenses
🏦
$187.6M
Net Assets
📋
$63.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+24.7%
Year-over-year change (2022 → 2023)
Net Margin
+23.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.15
Net assets divided by total expenses
Liabilities-to-Assets
25.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$114,348,60925%$87,270,22246%$251,210,64516%
2022$91,721,63622%$59,779,09533%$215,921,48944%
2021$118,236,69110%$89,864,3809%$149,668,45022%
2020$107,463,0802%$82,321,1896%$122,776,66626%
2019$109,300,2312%$87,995,5689%$97,638,08130%
2018$107,256,9257%$96,772,8791%$75,343,30618%
2017$100,624,1719%$96,219,1194%$63,849,0107%
2016$91,968,9331%$99,760,2108%$59,441,28712%
2015$90,995,2323%$91,978,3491%$67,230,5301%
2014$88,228,2547%$92,674,3296%$68,208,3387%
2013$82,716,9822%$98,770,78359%$73,660,77320%
2012$80,804,2403%$62,177,54520%$92,105,37440%
2011$78,261,157$51,953,533$65,609,581

Frequently Asked Questions

What does Carrier-ila Container Royalty Fund No 5 do?

Carrier-ila Container Royalty Fund No 5 is a mutual & membership benefit nonprofit organization based in New Jersey. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Carrier-ila Container Royalty Fund No 5 financially healthy?

Based on our 9-metric Financial Health Score model, Carrier-ila Container Royalty Fund No 5 has a score of 61/100 (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 Carrier-ila Container Royalty Fund No 5 generate?

Carrier-ila Container Royalty Fund No 5 reports $125.4M in annual revenue and holds $300.3M in total assets, based on IRS filings.

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