Union Benefits Trust
Westerville, Ohio
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 111 peers in Unclassified with $10M-$100M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2024 | $32,869,700↑1% | $31,123,884↓2% | $33,992,742↑10% | — |
| 2023 | $32,520,050↓6% | $31,766,937↑2% | $31,011,048↓4% | — |
| 2022 | $34,572,105↓7% | $31,202,026↓7% | $32,358,238↑4% | — |
| 2021 | $37,332,053↑2% | $33,548,933↑9% | $31,151,160↑14% | — |
| 2020 | $36,597,224 | $30,656,229↓10% | $27,268,876↑26% | — |
| 2019 | $36,570,073↑1% | $33,981,629↓1% | $21,573,324↑13% | — |
| 2018 | $36,356,839 | $34,312,775↓1% | $19,118,487↑7% | — |
| 2017 | $36,267,483↑3% | $34,672,148 | $17,786,007↑9% | — |
| 2016 | $35,292,412↑13% | $34,554,064↑2% | $16,338,403↑13% | — |
| 2015 | $31,127,516↓6% | $33,884,657↓2% | $14,519,834↓16% | — |
| 2014 | $33,264,396↓1% | $34,478,548↓3% | $17,247,731↓6% | — |
| 2013 | $33,582,496↓2% | $35,490,031↓2% | $18,403,487↓12% | — |
| 2012 | $34,312,444 | $36,075,138 | $20,825,588 | — |
Frequently Asked Questions
What does Union Benefits Trust do?▼
Union Benefits 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 Union Benefits Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Union Benefits Trust has a score of 69/100 (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 Union Benefits Trust generate?▼
Union Benefits Trust reports $34.4M in annual revenue and holds $36.6M in total assets, based on IRS filings.
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