ZUnclassifiedEIN: 135520944· Ruling Year: 1958

Smart Local 137 Insurance Fund

Long Island City, New York

A-Health Score
78A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org2.05×
Peer Median15.40×
💰
$7.3M
Total Revenue
📊
$7.1M
Total Expenses
🏦
$14.6M
Net Assets
📋
$1.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+11.1%
Year-over-year change (2022 → 2023)
Net Margin
+2.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.05
Net assets divided by total expenses
Liabilities-to-Assets
6.8%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$7,280,23111%$7,124,1473%$15,678,5577%
2022$6,550,36912%$7,320,04613%$14,718,52115%
2021$5,832,2203%$6,472,75216%$17,314,4108%
2020$6,036,4642%$5,564,71819%$15,973,1704%
2019$6,163,85420%$6,893,7616%$15,321,4108%
2018$7,739,66836%$6,507,3218%$14,201,4279%
2017$5,677,9991%$6,047,3177%$15,629,2421%
2016$5,615,4555%$5,629,6214%$15,431,6885%
2015$5,325,080$5,434,1965%$14,649,7044%
2014$5,330,85913%$5,713,23612%$15,334,8981%
2013$4,698,0307%$5,098,2431%$15,150,4925%
2012$5,032,27217%$5,149,44813%$14,440,1872%
2011$4,313,815$4,555,350$14,094,365

Frequently Asked Questions

What does Smart Local 137 Insurance Fund do?

Smart Local 137 Insurance Fund is a unclassified nonprofit organization based in New York. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Smart Local 137 Insurance Fund financially healthy?

Based on our 9-metric Financial Health Score model, Smart Local 137 Insurance Fund has a score of 78/100 (Grade: A-). 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 Local 137 Insurance Fund generate?

Smart Local 137 Insurance Fund reports $6.8M in annual revenue and holds $16.5M in total assets, based on IRS filings.

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