YMutual & Membership BenefitEIN: 834646743· Ruling Year: 2019

Smart Transportation Division Staff Retiree Health Fund

Independence, Ohio

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 Org3.44×
Peer Median29.60×
💰
$2.3M
Total Revenue
📊
$1.6M
Total Expenses
🏦
$5.6M
Net Assets
📋
$16K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+0.1%
Year-over-year change (2022 → 2023)
Net Margin
+30.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.44
Net assets divided by total expenses
Liabilities-to-Assets
0.3%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$2,325,859$1,629,0582%$5,614,98019%
2022$2,323,9585%$1,590,1486%$4,719,9987%
2021$2,434,29722%$1,685,878$4,431,39121%
2020$1,996,29251%$1,681,82964%$3,668,63914%
2019$4,034,162$1,025,321$3,215,601

Frequently Asked Questions

What does Smart Transportation Division Staff Retiree Health Fund do?

Smart Transportation Division Staff Retiree Health Fund is a mutual & membership benefit nonprofit organization based in Ohio. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Smart Transportation Division Staff Retiree Health Fund financially healthy?

Based on our 9-metric Financial Health Score model, Smart Transportation Division Staff Retiree Health Fund 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 Smart Transportation Division Staff Retiree Health Fund generate?

Smart Transportation Division Staff Retiree Health Fund reports $2.8M in annual revenue and holds $6.4M in total assets, based on IRS filings.

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