ZUnclassifiedEIN: 866025730

Arizona Operating Engineers Health and Welfare Trust Fund

Phoenix, Arizona

B+Health Score
70B+

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 Org2.13×
Peer Median5.86×
💰
$23.2M
Total Revenue
📊
$17.2M
Total Expenses
🏦
$36.5M
Net Assets
📋
$11.7M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+17.5%
Year-over-year change (2022 → 2023)
Net Margin
+26.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.13
Net assets divided by total expenses
Liabilities-to-Assets
24.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$23,204,70517%$17,176,661$48,188,64627%
2022$19,751,5691%$17,093,68943%$37,883,67210%
2021$19,859,4734%$11,972,51633%$41,927,46119%
2020$20,638,61316%$17,941,54520%$35,316,67620%
2019$17,861,95421%$14,923,83122%$29,544,06721%
2018$14,799,23928%$12,194,89017%$24,445,0346%
2017$11,552,26416%$14,655,54212%$23,168,3038%
2016$9,925,1825%$13,142,1822%$25,099,3308%
2015$10,499,9801%$12,929,89720%$27,147,5808%
2014$10,631,81215%$10,766,22014%$29,388,0611%
2013$12,441,57232%$12,518,87512%$29,187,4674%
2012$9,406,19766%$11,201,78714%$30,482,818
2011$5,651,667$12,992,375$30,400,827

Frequently Asked Questions

What does Arizona Operating Engineers Health and Welfare Trust Fund do?

Arizona Operating Engineers Health and Welfare Trust Fund is a unclassified nonprofit organization based in Arizona. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Arizona Operating Engineers Health and Welfare Trust Fund financially healthy?

Based on our 9-metric Financial Health Score model, Arizona Operating Engineers Health and Welfare Trust Fund has a score of 70/100 (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 Arizona Operating Engineers Health and Welfare Trust Fund generate?

Arizona Operating Engineers Health and Welfare Trust Fund reports $24.5M in annual revenue and holds $62.6M in total assets, based on IRS filings.

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