Y — Mutual & Membership BenefitEIN: 306454119· Ruling Year: 2015

Bank Of America Short-term Disability Plan Trust

Dallas, Texas

BHealth Score
58B

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

💰
$119.1M
Total Revenue
📊
$117.8M
Total Expenses
🏦
$9.3M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5.5%
Year-over-year change (2022 → 2023)
Net Margin
+1.1%
Revenue minus expenses as % of revenue

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$119,071,395↑5%$117,765,678↑6%$9,254,717↑16%
2022$112,905,601↑11%$111,267,601↑9%$7,949,000↑26%
2021$102,153,346↑27%$102,234,289↑27%$6,311,000↓1%
2020$80,483,373↓42%$80,796,015↓41%$6,391,943↓5%
2019$138,806,012↑182%$137,631,517↑181%$6,704,585↑21%
2018$49,201,546↓34%$48,909,091↓35%$5,530,090↑6%
2017$74,231,271↓13%$74,699,741↓10%$5,237,635↓8%
2016$84,879,910↑18%$83,273,057↑23%$5,706,105↑39%
2015$72,004,937$67,905,685$4,099,252

Frequently Asked Questions

What does Bank Of America Short-term Disability Plan Trust do?▼

Bank Of America Short-term Disability Plan Trust is a mutual & membership benefit nonprofit organization based in Texas. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bank Of America Short-term Disability Plan Trust financially healthy?▼

Based on our 9-metric Financial Health Score model, Bank Of America Short-term Disability Plan Trust has a score of 58/100 (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 Bank Of America Short-term Disability Plan Trust generate?▼

Bank Of America Short-term Disability Plan Trust reports $126.8M in annual revenue and holds $9.0M in total assets, based on IRS filings.

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