YMutual & Membership BenefitEIN: 616370626· Ruling Year: 2010

Caiso Welfare Benefit Plans Trust

Des Moines, Iowa

B+Health Score
67B+

Financial Health Score

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

Good

💰
$813K
Total Revenue
📊
$9K
Total Expenses
🏦
$19.6M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+15.6%
Year-over-year change (2022 → 2023)
Net Margin
+98.9%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$813,01216%$9,18544%$19,634,7934%
2022$703,59062%$16,49016%$18,834,3194%
2021$1,840,525172%$14,18479%$18,093,34911%
2020$676,88386%$7,92829%$16,305,5444%
2019$4,981,683697%$11,21563%$15,637,03546%
2018$625,27831%$6,89515%$10,696,9156%
2017$477,86467%$5,98919%$10,070,2405%
2016$286,20932%$5,02518%$9,605,3213%
2015$422,7608%$4,27414%$9,328,5865%
2014$457,47277%$4,98440%$8,908,2405%
2013$2,028,90964%$3,56552%$8,461,66231%
2012$1,235,28199%$7,40784%$6,460,37923%
2011$621,259$46,557$5,231,828

Frequently Asked Questions

What does Caiso Welfare Benefit Plans Trust do?

Caiso Welfare Benefit Plans Trust is a mutual & membership benefit nonprofit organization based in Iowa. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Caiso Welfare Benefit Plans Trust financially healthy?

Based on our 9-metric Financial Health Score model, Caiso Welfare Benefit Plans Trust has a score of 67/100 (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 Caiso Welfare Benefit Plans Trust generate?

Caiso Welfare Benefit Plans Trust reports $991K in annual revenue and holds $20.6M in total assets, based on IRS filings.

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