ZUnclassifiedEIN: 042177839· Ruling Year: 1959

Health & Welfare Fund Ibew 96

Wallingford, Connecticut

B+Health Score
71B+

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 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.84×
Peer Median15.40×
💰
$6.1M
Total Revenue
📊
$5.6M
Total Expenses
🏦
$10.3M
Net Assets
📋
$271K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+7.6%
Year-over-year change (2022 → 2023)
Net Margin
+7.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.84
Net assets divided by total expenses
Liabilities-to-Assets
2.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$6,072,5178%$5,612,2931%$10,593,09210%
2022$5,641,3023%$5,675,3501%$9,643,97512%
2021$5,821,92813%$5,721,6777%$10,932,0465%
2020$5,143,0113%$5,346,683$10,366,2084%
2019$5,294,162$5,340,9456%$9,950,8945%
2018$5,283,273$5,675,6809%$9,481,2058%
2017$5,271,6771%$5,202,3965%$10,312,8262%
2016$5,314,07235%$5,489,80930%$10,544,1755%
2015$3,927,32236%$4,222,948$10,074,6374%
2014$6,159,73771%$4,220,3457%$10,472,4631%
2013$3,600,89017%$4,534,5508%$10,376,4292%
2012$4,337,1923%$4,933,187$10,586,0841%
2011$4,476,105$4,955,333$10,699,008

Frequently Asked Questions

What does Health & Welfare Fund Ibew 96 do?

Health & Welfare Fund Ibew 96 is a unclassified nonprofit organization based in Connecticut. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Health & Welfare Fund Ibew 96 financially healthy?

Based on our 9-metric Financial Health Score model, Health & Welfare Fund Ibew 96 has a score of 71/100 (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 Health & Welfare Fund Ibew 96 generate?

Health & Welfare Fund Ibew 96 reports $7.5M in annual revenue and holds $12.1M in total assets, based on IRS filings.

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