Y โ€” Mutual & Membership BenefitEIN: 276763813ยท Ruling Year: 2014

Employee Health & Welfare Benefit Plan Trust

Beverly Hills, California

BHealth Score
57B

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 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

๐Ÿ’ฐ
$6.9M
Total Revenue
๐Ÿ“Š
$6.8M
Total Expenses
๐Ÿฆ
$104K
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+0.2%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+1.3%
Revenue minus expenses as % of revenue

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$6,912,062$6,823,855โ†“2%$104,073โ†‘556%
2022$6,898,707โ†‘28%$6,963,713โ†‘29%$15,866โ†“80%
2021$5,409,592โ†‘5%$5,413,826โ†‘2%$80,872โ†“5%
2020$5,153,672โ†“17%$5,318,622โ†“13%$85,106โ†“66%
2019$6,215,148โ†“1%$6,132,823โ†“2%$250,056โ†‘49%
2018$6,309,021โ†‘5%$6,240,868โ†‘3%$167,731โ†‘68%
2017$6,015,372โ†‘17%$6,035,074โ†‘20%$99,578โ†“17%
2016$5,148,009โ†“9%$5,032,677โ†“11%$119,280โ†‘2921%
2015$5,671,267โ†‘40%$5,667,319โ†‘40%$3,948โ†‘56%
2014$4,061,264โ†‘16%$4,061,264โ†‘14%$2,534โ†“99%
2013$3,495,454โ†‘22%$3,559,031โ†‘8%$285,941โ†‘350%
2012$2,871,281$3,287,203$63,577

Frequently Asked Questions

What does Employee Health & Welfare Benefit Plan Trust do?โ–ผ

Employee Health & Welfare Benefit Plan Trust is a mutual & membership benefit nonprofit organization based in California. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Employee Health & Welfare Benefit Plan Trust financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Employee Health & Welfare Benefit Plan Trust has a score of 57/100 (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 Employee Health & Welfare Benefit Plan Trust generate?โ–ผ

Employee Health & Welfare Benefit Plan Trust reports $6.6M in annual revenue and holds $141K in total assets, based on IRS filings.

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Employee Health & Welfare Benefit Plan Trust โ€” Beverly Hills, CA | GiveScope