ZUnclassifiedEIN: 810305103· Ruling Year: 1970

Montana Retail Employees Health And Welfare Trust

Spokane, Washington

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

Working Capital Ratio (net assets ÷ expenses)

This Org1.15×
Peer Median5.86×
💰
$13.5M
Total Revenue
📊
$12.5M
Total Expenses
🏦
$14.3M
Net Assets
📋
$31K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+8.4%
Year-over-year change (2022 → 2023)
Net Margin
+7.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.15
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$13,499,3648%$12,466,8122%$14,350,5064%
2022$12,448,393$12,737,07611%$13,802,115
2021$12,488,9898%$11,427,1978%$13,835,8722%
2020$11,580,620$12,448,20312%$13,535,7093%
2019$11,528,4027%$11,146,69511%$13,937,0476%
2018$10,732,4953%$10,077,8938%$13,198,68511%
2017$10,444,7661%$9,372,4071%$11,923,0057%
2016$10,387,5886%$9,288,4752%$11,137,70710%
2015$9,757,4794%$9,084,2802%$10,093,80412%
2014$9,382,1841%$8,877,78522%$8,995,99315%
2013$9,300,52214%$7,303,7313%$7,801,17720%
2012$8,147,8709%$7,538,4329%$6,498,80626%
2011$7,448,633$8,275,919$5,176,743

Frequently Asked Questions

What does Montana Retail Employees Health And Welfare Trust do?

Montana Retail Employees Health And Welfare Trust is a unclassified nonprofit organization based in Washington. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Montana Retail Employees Health And Welfare Trust financially healthy?

Based on our 9-metric Financial Health Score model, Montana Retail Employees Health And Welfare 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 Montana Retail Employees Health And Welfare Trust generate?

Montana Retail Employees Health And Welfare Trust reports $13.9M in annual revenue and holds $17.6M in total assets, based on IRS filings.

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