YMutual & Membership BenefitEIN: 562546659· Ruling Year: 2008

Regional District Council Welfare Plan & Trust

Portland, Oregon

B+Health Score
70B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org6.79×
Peer Median29.60×
💰
$6.1M
Total Revenue
📊
$3.1M
Total Expenses
🏦
$21.3M
Net Assets
📋
$76K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+26.4%
Year-over-year change (2022 → 2023)
Net Margin
+48.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
6.79
Net assets divided by total expenses
Liabilities-to-Assets
0.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$6,115,17126%$3,144,7064%$21,420,59724%
2022$4,837,63815%$3,279,2566%$17,232,9434%
2021$5,688,95714%$3,498,17727%$17,899,66022%
2020$6,605,3524%$4,781,79423%$14,699,39117%
2019$6,899,79729%$3,887,12318%$12,547,52837%
2018$5,364,45125%$4,718,31024%$9,168,3801%
2017$4,295,16613%$3,810,3533%$9,035,5708%
2016$3,812,75112%$3,946,79449%$8,365,2094%
2015$3,404,72143%$2,653,00261%$8,698,8178%
2014$2,378,76052%$1,651,7182%$8,087,37823%
2013$1,562,68422%$1,619,40828%$6,566,3211%
2012$2,010,73839%$1,260,77518%$6,485,4612%
2011$1,450,378$1,066,193$6,369,094

Frequently Asked Questions

What does Regional District Council Welfare Plan & Trust do?

Regional District Council Welfare Plan & Trust is a mutual & membership benefit nonprofit organization based in Oregon. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Regional District Council Welfare Plan & Trust financially healthy?

Based on our 9-metric Financial Health Score model, Regional District Council Welfare Plan & Trust has a score of 70/100 (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 Regional District Council Welfare Plan & Trust generate?

Regional District Council Welfare Plan & Trust reports $6.6M in annual revenue and holds $25.4M in total assets, based on IRS filings.

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Regional District Council Welfare Plan & Trust — Portland, OR | GiveScope