ZUnclassifiedEIN: 310999192· Ruling Year: 1981

Swope Group Employee Benefit Fund

Elizabethtown, Kentucky

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 22 peers in Unclassified with $1M-$10M revenue

💰
$2.9M
Total Revenue
📊
$3.0M
Total Expenses
🏦
$1.4M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-7.8%
Year-over-year change (2022 → 2023)
Net Margin
-4.0%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$2,866,7898%$2,980,54414%$1,440,3127%
2022$3,110,68123%$2,621,85727%$1,554,06746%
2021$2,523,65122%$2,070,69710%$1,065,24374%
2020$2,075,45419%$2,311,48412%$612,28928%
2019$1,748,1613%$2,069,78620%$848,31927%
2018$1,808,466$1,723,97217%$1,169,9448%
2017$1,806,6615%$2,070,2179%$1,085,45020%
2016$1,908,36364%$1,901,80566%$1,349,006
2015$5,319,5295%$5,657,09323%$1,342,44820%
2014$5,612,02414%$4,616,06416%$1,680,012143%
2013$4,925,31220%$5,502,37019%$691,17246%
2012$4,091,40011%$4,621,74313%$1,268,23029%
2011$3,679,386$4,084,742$1,798,573

Frequently Asked Questions

What does Swope Group Employee Benefit Fund do?

Swope Group Employee Benefit Fund is a unclassified nonprofit organization based in Kentucky. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Swope Group Employee Benefit Fund financially healthy?

Based on our 9-metric Financial Health Score model, Swope Group Employee Benefit Fund 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 Swope Group Employee Benefit Fund generate?

Swope Group Employee Benefit Fund reports $3.4M in annual revenue and holds $2.0M in total assets, based on IRS filings.

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