ZUnclassifiedEIN: 311018491

Procter & Gamble Benefit Plan Trust

Cincinnati, Ohio

BHealth Score
64B

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 664 peers in Unclassified with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.77×
Peer Median0.87×
💰
$104.1M
Total Revenue
📊
$98.2M
Total Expenses
🏦
$75.4M
Net Assets
📋
$210K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+6.6%
Year-over-year change (2022 → 2023)
Net Margin
+5.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.77
Net assets divided by total expenses
Liabilities-to-Assets
0.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$104,143,4677%$98,225,3201%$75,607,7209%
2022$97,679,4251%$99,408,042$69,184,1533%
2021$99,051,59913%$99,271,16714%$71,483,60110%
2020$87,358,0382%$87,182,0873%$79,415,7903%
2019$89,526,0635%$84,940,9712%$76,818,8325%
2018$85,364,0851%$83,281,6858%$73,145,9363%
2017$84,886,8096%$76,844,3483%$70,861,55415%
2016$80,028,79130%$79,072,39428%$61,487,4022%
2015$61,483,7175%$61,935,27011%$60,120,461
2014$58,454,0068%$55,627,73342%$59,844,3348%
2013$54,232,88491%$95,562,13283%$55,342,83245%
2012$577,206,7024%$565,687,4003%$100,961,01613%
2011$556,258,728$546,682,104$89,067,695

Frequently Asked Questions

What does Procter & Gamble Benefit Plan Trust do?

Procter & Gamble Benefit Plan Trust is a unclassified nonprofit organization based in Ohio. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Procter & Gamble Benefit Plan Trust financially healthy?

Based on our 9-metric Financial Health Score model, Procter & Gamble Benefit Plan Trust has a score of 64/100 (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 Procter & Gamble Benefit Plan Trust generate?

Procter & Gamble Benefit Plan Trust reports $106.4M in annual revenue and holds $79.1M in total assets, based on IRS filings.

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