ZUnclassifiedEIN: 680383938· Ruling Year: 1997

Elk Grove Benefits Employee Retirement Trust

Elk Grove, California

A-Health Score
80A-

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 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org10.60×
Peer Median5.86×
💰
$32.7M
Total Revenue
📊
$19.5M
Total Expenses
🏦
$206.8M
Net Assets
📋
$117K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+25.2%
Year-over-year change (2022 → 2023)
Net Margin
+40.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.60
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$32,727,59225%$19,517,8488%$206,919,20917%
2022$26,133,9699%$18,118,24610%$177,359,28213%
2021$24,003,2101%$16,486,3348%$203,519,15015%
2020$24,178,6962%$15,288,6153%$177,307,06813%
2019$23,763,0739%$14,774,66811%$156,400,79422%
2018$21,714,6762%$13,338,35211%$128,628,5791%
2017$21,261,8326%$11,967,7452%$129,799,23621%
2016$20,050,7522%$11,772,0254%$107,502,84513%
2015$19,629,10314%$11,327,38111%$95,099,4054%
2014$17,154,5301%$10,206,4427%$91,335,12912%
2013$17,333,76613%$10,918,0941%$81,434,75522%
2012$15,321,36815%$11,017,2026%$66,903,95117%
2011$13,350,939$10,386,672$56,960,260

Frequently Asked Questions

What does Elk Grove Benefits Employee Retirement Trust do?

Elk Grove Benefits Employee Retirement Trust is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Elk Grove Benefits Employee Retirement Trust financially healthy?

Based on our 9-metric Financial Health Score model, Elk Grove Benefits Employee Retirement Trust has a score of 80/100 (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 Elk Grove Benefits Employee Retirement Trust generate?

Elk Grove Benefits Employee Retirement Trust reports $30.2M in annual revenue and holds $233.0M in total assets, based on IRS filings.

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