YMutual & Membership BenefitEIN: 412061777· Ruling Year: 2005

Machinists Retiree Health Investment Plan

Dublin, California

BHealth Score
61B

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

Working Capital Ratio (net assets ÷ expenses)

This Org80.49×
Peer Median29.60×
💰
$1.1M
Total Revenue
📊
$286K
Total Expenses
🏦
$23.0M
Net Assets
📋
$206
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-8.1%
Year-over-year change (2022 → 2023)
Net Margin
+74.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
80.49
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,131,3438%$285,53516%$22,982,27718%
2022$1,231,53740%$246,60012%$19,483,0426%
2021$2,047,5852%$280,45745%$20,817,59413%
2020$2,016,30256%$193,8558%$18,410,11619%
2019$1,295,93715%$179,17722%$15,475,81019%
2018$1,520,76124%$229,00311%$12,996,1715%
2017$1,224,83319%$207,12363%$12,326,93118%
2016$1,025,46218%$126,70512%$10,416,34011%
2015$1,245,73211%$143,42917%$9,352,86114%
2014$1,400,19319%$122,132$8,182,82719%
2013$1,172,8279%$121,79928%$6,877,71816%
2012$1,075,8286%$94,82718%$5,935,51322%
2011$1,017,482$116,126$4,856,387

Frequently Asked Questions

What does Machinists Retiree Health Investment Plan do?

Machinists Retiree Health Investment Plan 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 Machinists Retiree Health Investment Plan financially healthy?

Based on our 9-metric Financial Health Score model, Machinists Retiree Health Investment Plan has a score of 61/100 (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 Machinists Retiree Health Investment Plan generate?

Machinists Retiree Health Investment Plan reports $2.5M in annual revenue and holds $25.9M in total assets, based on IRS filings.

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Machinists Retiree Health Investment Plan — Dublin, CA | GiveScope