Y โ€” Mutual & Membership BenefitEIN: 477303426ยท Ruling Year: 2018

Strategic Ins Tr

New Albany, Indiana

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

๐Ÿ’ฐ
$3.7M
Total Revenue
๐Ÿ“Š
$3.5M
Total Expenses
๐Ÿฆ
$1.9M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-11.5%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+5.3%
Revenue minus expenses as % of revenue

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$3,731,015โ†“12%$3,534,928โ†“6%$1,897,780โ†‘12%
2022$4,216,575โ†‘10%$3,778,182โ†“3%$1,701,693โ†‘35%
2021$3,838,683โ†“10%$3,896,773โ†“8%$1,263,300โ†“4%
2020$4,271,705โ†‘32%$4,236,657โ†‘40%$1,321,390โ†‘3%
2019$3,246,054$3,032,711$1,286,342

Frequently Asked Questions

What does Strategic Ins Tr do?โ–ผ

Strategic Ins 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 Strategic Ins Tr financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Strategic Ins Tr 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 Strategic Ins Tr generate?โ–ผ

Strategic Ins Tr reports $3.8M in annual revenue and holds $2.5M in total assets, based on IRS filings.

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Strategic Ins Tr โ€” New Albany, IN | GiveScope