Y — Mutual & Membership BenefitEIN: 742352970· Ruling Year: 1988

Cleat Benefit Trust

Austin, Texas

BHealth Score
64B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.70×
Peer Median29.60×
💰
$4.2M
Total Revenue
📊
$3.7M
Total Expenses
🏦
$2.6M
Net Assets
📋
$67K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5.4%
Year-over-year change (2022 → 2023)
Net Margin
+13.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.70
Net assets divided by total expenses
Liabilities-to-Assets
2.5%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$4,198,484↑5%$3,652,494↓1%$2,635,098↑35%
2022$3,981,672↓2%$3,689,984$1,958,219↑9%
2021$4,069,500↓4%$3,679,417↑2%$1,796,673↑33%
2020$4,242,263↑8%$3,604,779↓8%$1,351,076↑124%
2019$3,932,201↑6%$3,938,282↑5%$602,080↑13%
2018$3,719,624↑6%$3,754,405↑11%$533,226↓15%
2017$3,524,423↑25%$3,388,570↑7%$627,001↑46%
2016$2,821,749↑6%$3,166,549↑11%$429,828↓42%
2015$2,662,387↓5%$2,851,846↓5%$738,208↓23%
2014$2,794,881↑5%$2,995,842↑7%$962,730↓16%
2013$2,654,239↓3%$2,806,969↑10%$1,147,943↓10%
2012$2,741,145↑1%$2,542,540↑1%$1,274,100↑18%
2011$2,720,720$2,528,100$1,076,278

Frequently Asked Questions

What does Cleat Benefit Trust do?▼

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

Is Cleat Benefit Trust financially healthy?▼

Based on our 9-metric Financial Health Score model, Cleat Benefit Trust has a score of 64/100 (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 Cleat Benefit Trust generate?▼

Cleat Benefit Trust reports $3.9M in annual revenue and holds $3.0M in total assets, based on IRS filings.

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