YMutual & Membership BenefitEIN: 806097315· Ruling Year: 2010

Retirement Benefit Plan Trust For Employees Of University Medical

Charleston, South Carolina

B+Health Score
71B+

Financial Health Score

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

Good

💰
$916K
Total Revenue
📊
$839K
Total Expenses
🏦
$4.0M
Net Assets
📋
$781K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+30.3%
Year-over-year change (2022 → 2023)
Net Margin
+8.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
4.81
Net assets divided by total expenses
Liabilities-to-Assets
16.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$915,81130%$838,64028%$4,816,86523%
2022$702,9463%$1,157,68838%$3,912,64429%
2021$721,97252%$841,49810%$5,472,89013%
2020$473,5806%$766,93019%$4,849,6566%
2019$445,38733%$643,83515%$5,150,7324%
2018$667,85723%$560,544131%$5,375,0254%
2017$541,30343%$242,99934%$5,180,09914%
2016$956,5722%$369,53814%$4,543,81911%
2015$941,76839%$324,01560%$4,085,49517%
2014$675,13220%$202,96520%$3,480,55630%
2013$842,98423%$169,74537%$2,680,51030%
2012$686,7327%$268,39857%$2,056,18918%
2011$736,783$171,334$1,740,925

Frequently Asked Questions

What does Retirement Benefit Plan Trust For Employees Of University Medical do?

Retirement Benefit Plan Trust For Employees Of University Medical is a mutual & membership benefit nonprofit organization based in South Carolina. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Retirement Benefit Plan Trust For Employees Of University Medical financially healthy?

Based on our 9-metric Financial Health Score model, Retirement Benefit Plan Trust For Employees Of University Medical has a score of 71/100 (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 Retirement Benefit Plan Trust For Employees Of University Medical generate?

Retirement Benefit Plan Trust For Employees Of University Medical reports $621K in annual revenue and holds $4.0M in total assets, based on IRS filings.

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