YMutual & Membership BenefitEIN: 686254830· Ruling Year: 2009

Health Professionals & Allied Emp Ast Afl Cio Retiree Medical Tr

Englewd Clfs, New Jersey

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

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org43.62×
Peer Median29.60×
💰
$2.8M
Total Revenue
📊
$815K
Total Expenses
🏦
$35.6M
Net Assets
📋
$42K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-11.7%
Year-over-year change (2022 → 2023)
Net Margin
+70.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
43.62
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$2,770,79112%$815,4176%$35,612,13921%
2022$3,136,15445%$766,0078%$29,479,74612%
2021$5,700,10148%$707,17740%$33,337,87522%
2020$3,845,69643%$503,49013%$27,424,64120%
2019$2,687,5586%$445,24324%$22,794,43229%
2018$2,845,34610%$360,4311%$17,620,9274%
2017$3,153,70542%$355,68510%$16,982,08225%
2016$2,216,71126%$324,3328%$13,621,07521%
2015$1,756,11811%$299,58512%$11,228,17512%
2014$1,976,3011%$266,69314%$9,988,05112%
2013$1,965,49511%$233,4462%$8,950,74342%
2012$1,774,61818%$237,55618%$6,287,84235%
2011$1,499,397$201,142$4,673,253

Frequently Asked Questions

What does Health Professionals & Allied Emp Ast Afl Cio Retiree Medical Tr do?

Health Professionals & Allied Emp Ast Afl Cio Retiree Medical Tr is a mutual & membership benefit nonprofit organization based in New Jersey. It is classified under NTEE code Y44 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Health Professionals & Allied Emp Ast Afl Cio Retiree Medical Tr financially healthy?

Based on our 9-metric Financial Health Score model, Health Professionals & Allied Emp Ast Afl Cio Retiree Medical Tr 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 Health Professionals & Allied Emp Ast Afl Cio Retiree Medical Tr generate?

Health Professionals & Allied Emp Ast Afl Cio Retiree Medical Tr reports $3.9M in annual revenue and holds $42.2M in total assets, based on IRS filings.

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