YMutual & Membership BenefitEIN: 336216448· Ruling Year: 1999

Group Benefit Plan Agreement And Declaration Of Trust For Orange

Tustin, California

BHealth Score
59B

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 Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.56×
Peer Median10.70×
💰
$39.2M
Total Revenue
📊
$42.1M
Total Expenses
🏦
$23.7M
Net Assets
📋
$4.2M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-8.8%
Year-over-year change (2022 → 2023)
Net Margin
-7.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.56
Net assets divided by total expenses
Liabilities-to-Assets
15.1%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$39,203,7479%$42,143,4055%$27,938,5727%
2022$42,963,1291%$40,003,2763%$30,138,3045%
2021$42,562,0147%$38,833,7085%$28,643,88630%
2020$39,782,43323%$37,068,48516%$22,069,35922%
2018$32,396,02715%$31,862,31514%$18,132,2058%
2017$28,201,5394%$28,063,3101%$16,859,853
2016$29,474,0185%$27,803,7347%$16,899,48511%
2015$28,169,7508%$25,982,3518%$15,254,01617%
2014$26,046,09240%$24,128,82133%$12,995,1838%
2012$18,611,8066%$18,079,53015%$12,039,9628%
2011$17,605,4112%$15,709,0737%$11,154,49028%
2010$17,267,511$14,685,765$8,722,943

Frequently Asked Questions

What does Group Benefit Plan Agreement And Declaration Of Trust For Orange do?

Group Benefit Plan Agreement And Declaration Of Trust For Orange is a mutual & membership benefit nonprofit organization based in California. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Group Benefit Plan Agreement And Declaration Of Trust For Orange financially healthy?

Based on our 9-metric Financial Health Score model, Group Benefit Plan Agreement And Declaration Of Trust For Orange has a score of 59/100 (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 Group Benefit Plan Agreement And Declaration Of Trust For Orange generate?

Group Benefit Plan Agreement And Declaration Of Trust For Orange reports $40.0M in annual revenue and holds $23.5M in total assets, based on IRS filings.

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