YMutual & Membership BenefitEIN: 311444185· Ruling Year: 2013

Ibew Local Union 575 Retiree Health Benefit Fund Plan And Trust

Ona, West Virginia

A-Health Score
78A-

Financial Health Score

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

Very Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org4.78×
Peer Median29.60×
💰
$847K
Total Revenue
📊
$522K
Total Expenses
🏦
$2.5M
Net Assets
📋
$800
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-17.6%
Year-over-year change (2022 → 2023)
Net Margin
+38.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
4.78
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$847,06018%$522,1265%$2,498,76016%
2022$1,028,27365%$496,79911%$2,156,70031%
2021$623,47317%$447,2461%$1,649,87112%
2020$532,11218%$441,0992%$1,474,8026%
2019$450,5576%$432,7594%$1,385,0321%
2018$481,71416%$415,5612%$1,369,7615%
2017$414,19315%$407,3902%$1,298,8361%
2016$361,42144%$400,54214%$1,292,0333%
2015$251,5438%$351,7182%$1,335,3247%
2014$274,80222%$343,3845%$1,431,4795%
2013$224,416$363,131$1,500,061

Frequently Asked Questions

What does Ibew Local Union 575 Retiree Health Benefit Fund Plan And Trust do?

Ibew Local Union 575 Retiree Health Benefit Fund Plan And Trust is a mutual & membership benefit nonprofit organization based in West Virginia. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ibew Local Union 575 Retiree Health Benefit Fund Plan And Trust financially healthy?

Based on our 9-metric Financial Health Score model, Ibew Local Union 575 Retiree Health Benefit Fund Plan And Trust has a score of 78/100 (Grade: A-). 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 Ibew Local Union 575 Retiree Health Benefit Fund Plan And Trust generate?

Ibew Local Union 575 Retiree Health Benefit Fund Plan And Trust reports $2.6M in annual revenue and holds $4.7M in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Mutual & Membership Benefit category, or browse all nonprofits in West Virginia.