Y โ€” Mutual & Membership BenefitEIN: 810697778ยท Ruling Year: 2017

City Of San Mateo Retiree Funded Hra Trust

San Mateo, California

BHealth Score
63B

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

๐Ÿ’ฐ
$1.1M
Total Revenue
๐Ÿ“Š
$936K
Total Expenses
๐Ÿฆ
$15.7M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+1406.8%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+14.2%
Revenue minus expenses as % of revenue

Filing History

8 filings on record
YearRevenueExpensesAssets
2023$1,091,400โ†‘1407%$936,482โ†‘2%$15,735,933โ†‘9%
2022$72,431โ†“97%$916,610โ†‘11%$14,497,791โ†“6%
2021$2,746,280โ†‘8%$827,549โ†‘33%$15,341,970โ†‘14%
2020$2,537,594โ†‘54%$623,599โ†‘8%$13,423,239โ†‘17%
2019$1,650,926โ†‘6%$575,079โ†‘12%$11,509,244โ†‘24%
2018$1,564,245โ†“16%$515,651โ†‘7%$9,263,546โ†‘10%
2017$1,872,901โ†‘157%$480,320โ†‘13%$8,451,816โ†‘23%
2016$728,407$426,662$6,888,997

Frequently Asked Questions

What does City Of San Mateo Retiree Funded Hra Trust do?โ–ผ

City Of San Mateo Retiree Funded Hra Trust is a mutual & membership benefit nonprofit organization based in California. It is classified under NTEE code Y44 and is registered as a 501(c) tax-exempt organization with the IRS.

Is City Of San Mateo Retiree Funded Hra Trust financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, City Of San Mateo Retiree Funded Hra Trust has a score of 63/100 (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 City Of San Mateo Retiree Funded Hra Trust generate?โ–ผ

City Of San Mateo Retiree Funded Hra Trust reports $1.4M in annual revenue and holds $16.7M in total assets, based on IRS filings.

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City Of San Mateo Retiree Funded Hra Trust โ€” San Mateo, CA | GiveScope