ZUnclassifiedEIN: 526033249

Board of Education of Montgomery County Employee Benefit Trust Fund

Rockville, Maryland

DHealth Score
29D

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Poor

How This Organization Compares

Compared to 664 peers in Unclassified with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org-0.05×
Peer Median0.87×
💰
$631.5M
Total Revenue
📊
$665.9M
Total Expenses
🏦
-$35.0M
Net Assets
📋
$61.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+11.8%
Year-over-year change (2023 → 2024)
Net Margin
-5.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
-0.05
Net assets divided by total expenses
Liabilities-to-Assets
231.9%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2024$631,500,67312%$665,855,69311%$26,513,93051%
2023$565,037,3377%$600,856,36110%$54,331,54829%
2022$526,148,0104%$547,840,1157%$76,472,58624%
2021$504,929,1095%$510,492,0367%$100,065,3463%
2020$479,061,8463%$475,233,0115%$102,892,7276%
2019$466,605,492$452,470,7242%$96,915,49514%
2018$466,691,314$445,428,2162%$85,196,13632%
2017$465,362,46212%$436,874,3276%$64,568,718111%
2016$415,345,99015%$411,647,1664%$30,579,26335%
2015$359,848,2634%$394,764,2237%$22,683,12460%
2014$347,392,6203%$369,208,7197%$56,536,23826%
2013$356,994,5693%$345,543,8381%$76,263,54617%
2012$347,176,679$341,222,910$65,179,221

Frequently Asked Questions

What does Board of Education of Montgomery County Employee Benefit Trust Fund do?

Board of Education of Montgomery County Employee Benefit Trust Fund is a unclassified nonprofit organization based in Maryland. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Board of Education of Montgomery County Employee Benefit Trust Fund financially healthy?

Based on our 9-metric Financial Health Score model, Board of Education of Montgomery County Employee Benefit Trust Fund has a score of 29/100 (Grade: D). 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 Board of Education of Montgomery County Employee Benefit Trust Fund generate?

Board of Education of Montgomery County Employee Benefit Trust Fund reports $690.1M in annual revenue and holds $19.4M in total assets, based on IRS filings.

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