Y โ€” Mutual & Membership BenefitEIN: 010517029ยท Ruling Year: 1998

Trust Agreement For Post-retirement Medical Plan For Union Employees O

Orange, Connecticut

BHealth Score
62B

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
$713K
Total Revenue
๐Ÿ“Š
$3.9M
Total Expenses
๐Ÿฆ
$6.3M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+152.9%
Year-over-year change (2022 โ†’ 2023)
Net Margin
-452.0%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$713,380โ†‘153%$3,937,580โ†‘8%$6,335,534โ†“34%
2022$282,114โ†“85%$3,660,124โ†“58%$9,559,734โ†“26%
2021$1,860,359โ†“31%$8,725,280โ†‘302%$12,937,744โ†“35%
2020$2,710,191โ†‘119%$2,173,094โ†‘5%$19,802,665โ†‘3%
2019$1,236,377โ†‘61%$2,073,442โ†“10%$19,242,955โ†“4%
2018$768,050โ†“56%$2,306,891โ†“1%$20,092,028โ†“7%
2017$1,731,457โ†‘348%$2,339,183โ†‘789%$21,611,545โ†“3%
2016$386,467โ†“76%$263,089โ†“81%$22,239,454โ†‘1%
2015$1,615,705โ†‘9%$1,385,763โ†“41%$22,113,785โ†‘1%
2014$1,476,642โ†‘5%$2,329,646โ†‘366%$21,832,903โ†“3%
2013$1,406,432โ†“72%$500,329โ†‘1015%$22,616,975โ†‘4%
2012$5,101,254โ†‘406%$44,854โ†‘1150%$21,789,478โ†‘30%
2011$1,008,160$3,588$16,776,618

Frequently Asked Questions

What does Trust Agreement For Post-retirement Medical Plan For Union Employees O do?โ–ผ

Trust Agreement For Post-retirement Medical Plan For Union Employees O is a mutual & membership benefit nonprofit organization based in Connecticut. It is classified under NTEE code Y99 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Trust Agreement For Post-retirement Medical Plan For Union Employees O financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Trust Agreement For Post-retirement Medical Plan For Union Employees O has a score of 62/100 (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 Trust Agreement For Post-retirement Medical Plan For Union Employees O generate?โ–ผ

Trust Agreement For Post-retirement Medical Plan For Union Employees O reports $1.5M in annual revenue and holds $697K in total assets, based on IRS filings.

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Trust Agreement For Post-retirement Medical Plan For Union Employees O โ€” Orange, CT | GiveScope