Indiana State University Benefit Plan TR

Terre Haute, Indiana

BHealth Score
63B

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

💰
$687K
Total Revenue
📊
$3.4M
Total Expenses
🏦
$98.5M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+1094.0%
Year-over-year change (2023 → 2024)
Net Margin
-400.5%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2024$686,6211094%$3,436,65816%$98,483,9352%
2023-$69,079101%$4,074,15816%$96,124,7642%
2022$11,694,15064%$3,514,27555%$97,600,23217%
2021$7,125,3345%$2,268,92321%$117,840,22618%
2020$6,817,838135%$2,862,8149%$99,888,2686%
2019$2,905,19246%$3,160,15628%$94,127,7554%
2018$5,382,33316%$4,418,16066%$90,484,0261%
2017$4,644,7873%$2,654,3546%$89,644,9386%
2016$4,487,8107%$2,511,86417%$84,830,2191%
2015$4,833,02056%$2,153,979183%$83,611,261
2014$3,090,01519%$760,950479%$83,350,50318%
2013$3,826,280$131,4016%$70,825,4156%
2012$3,840,641$140,265$66,554,319

Frequently Asked Questions

What does Indiana State University Benefit Plan TR do?

Indiana State University Benefit Plan TR is a mutual & membership benefit nonprofit organization based in Indiana. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Indiana State University Benefit Plan TR financially healthy?

Based on our 9-metric Financial Health Score model, Indiana State University Benefit Plan TR has a score of 63/100 (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 Indiana State University Benefit Plan TR generate?

Indiana State University Benefit Plan TR reports $12.7M in annual revenue and holds $100.6M in total assets, based on IRS filings.

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