YMutual & Membership BenefitEIN: 834232289· Ruling Year: 2020

Teamsters Local 2727 Retiree Medical Benefits Trust

Phoenix, Arizona

BHealth Score
61B

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 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org22.49×
Peer Median10.70×
💰
$7.2M
Total Revenue
📊
$2.5M
Total Expenses
🏦
$55.3M
Net Assets
📋
$76K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-11.9%
Year-over-year change (2022 → 2023)
Net Margin
+66.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
22.49
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$7,243,79712%$2,458,06825%$55,365,87522%
2022$8,224,65912%$1,971,37823%$45,468,7794%
2021$9,314,65623%$1,601,00886%$47,275,17422%
2020$7,548,24973%$861,266359%$38,875,76836%
2019$27,956,722$187,618$28,521,665

Frequently Asked Questions

What does Teamsters Local 2727 Retiree Medical Benefits Trust do?

Teamsters Local 2727 Retiree Medical Benefits Trust is a mutual & membership benefit nonprofit organization based in Arizona. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Teamsters Local 2727 Retiree Medical Benefits Trust financially healthy?

Based on our 9-metric Financial Health Score model, Teamsters Local 2727 Retiree Medical Benefits Trust has a score of 61/100 (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 Teamsters Local 2727 Retiree Medical Benefits Trust generate?

Teamsters Local 2727 Retiree Medical Benefits Trust reports $10.0M in annual revenue and holds $64.1M in total assets, based on IRS filings.

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