YMutual & Membership BenefitEIN: 465193231· Ruling Year: 2015

Trust Agreement Of The Retiree Medical Plan Of The Plumbers

Chicago, Illinois

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

Working Capital Ratio (net assets ÷ expenses)

This Org3.79×
Peer Median10.70×
💰
$14.9M
Total Revenue
📊
$16.8M
Total Expenses
🏦
$63.6M
Net Assets
📋
$907K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-7.3%
Year-over-year change (2022 → 2023)
Net Margin
-12.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.79
Net assets divided by total expenses
Liabilities-to-Assets
1.4%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$14,867,0557%$16,761,5894%$64,472,5002%
2022$16,041,7702%$16,077,1696%$65,796,7529%
2021$16,401,2622%$17,023,04323%$72,635,23413%
2020$16,045,4076%$13,860,5536%$64,080,37710%
2019$17,013,41414%$14,731,19319%$58,103,2066%
2018$19,834,5052%$12,348,44710%$54,726,36321%
2017$19,469,79210%$11,216,73713%$45,129,04727%
2016$17,700,06016%$12,828,27014%$35,425,85513%
2015$15,306,329250%$11,210,311106%$31,293,54119%
2014$4,377,858$5,452,221$26,230,848

Frequently Asked Questions

What does Trust Agreement Of The Retiree Medical Plan Of The Plumbers do?

Trust Agreement Of The Retiree Medical Plan Of The Plumbers is a mutual & membership benefit nonprofit organization based in Illinois. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Trust Agreement Of The Retiree Medical Plan Of The Plumbers financially healthy?

Based on our 9-metric Financial Health Score model, Trust Agreement Of The Retiree Medical Plan Of The Plumbers 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 Trust Agreement Of The Retiree Medical Plan Of The Plumbers generate?

Trust Agreement Of The Retiree Medical Plan Of The Plumbers reports $16.0M in annual revenue and holds $66.3M in total assets, based on IRS filings.

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