YMutual & Membership BenefitEIN: 527325750· Ruling Year: 2004

Vision Service Plan Post Retirement Welfare Benefits Program

Rncho Cordova, California

A-Health Score
82A-

Financial Health Score

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

Very Good

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org6.46×
Peer Median10.70×
💰
$11.3M
Total Revenue
📊
$10.4M
Total Expenses
🏦
$67.1M
Net Assets
📋
$6.4M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5.0%
Year-over-year change (2022 → 2023)
Net Margin
+8.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
6.46
Net assets divided by total expenses
Liabilities-to-Assets
8.8%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$11,299,0855%$10,384,2001481%$73,545,59111%
2022$10,758,42717%$656,99291%$66,514,8286%
2021$9,182,62625%$7,724,80515%$70,535,0896%
2020$12,270,80446%$6,722,96488%$66,248,20223%
2019$8,431,1061%$3,573,0615%$54,059,02326%
2018$8,521,32451%$3,397,29129%$42,948,7842%
2017$5,627,97510%$4,801,85497%$42,161,24410%
2016$6,258,02810%$2,438,4138%$38,432,76515%
2015$6,971,819219%$2,653,01260%$33,423,6776%
2014$2,188,93038%$1,653,47911%$31,586,3439%
2013$3,506,97331%$1,855,40325%$28,858,81416%
2012$5,056,25815%$2,475,100285%$24,914,96226%
2011$4,392,41666%$643,13090%$19,707,98723%
2010$2,646,103$339,051$15,958,700

Frequently Asked Questions

What does Vision Service Plan Post Retirement Welfare Benefits Program do?

Vision Service Plan Post Retirement Welfare Benefits Program 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 Vision Service Plan Post Retirement Welfare Benefits Program financially healthy?

Based on our 9-metric Financial Health Score model, Vision Service Plan Post Retirement Welfare Benefits Program has a score of 82/100 (Grade: A-). 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 Vision Service Plan Post Retirement Welfare Benefits Program generate?

Vision Service Plan Post Retirement Welfare Benefits Program reports $14.4M in annual revenue and holds $80.4M in total assets, based on IRS filings.

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