ZUnclassifiedEIN: 136674743

Health & Benefits Trusr Fund Iuoe

New York, New York

A-Health Score
75A-

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 664 peers in Unclassified with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org3.14×
Peer Median0.87×
💰
$210.0M
Total Revenue
📊
$175.5M
Total Expenses
🏦
$550.3M
Net Assets
📋
$19.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+2.0%
Year-over-year change (2022 → 2023)
Net Margin
+16.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.14
Net assets divided by total expenses
Liabilities-to-Assets
3.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$210,030,1382%$175,507,64010%$569,780,53118%
2022$205,903,160$159,466,2293%$483,848,2244%
2021$205,106,74516%$154,292,87118%$504,706,96713%
2020$176,733,6893%$130,222,2578%$445,562,61520%
2019$172,182,00810%$141,949,0417%$370,234,68217%
2018$156,837,7778%$133,051,54911%$315,504,8403%
2017$145,599,9534%$119,990,3252%$306,379,93014%
2016$140,132,46512%$117,172,93010%$267,895,48611%
2015$125,282,73712%$106,576,0726%$240,279,2106%
2014$143,024,75734%$100,610,2326%$227,676,50225%
2013$106,505,2102%$95,004,91114%$181,877,0255%
2012$104,350,6785%$83,535,3213%$173,504,71417%
2011$99,083,356$80,905,776$148,906,477

Frequently Asked Questions

What does Health & Benefits Trusr Fund Iuoe do?

Health & Benefits Trusr Fund Iuoe 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 Health & Benefits Trusr Fund Iuoe financially healthy?

Based on our 9-metric Financial Health Score model, Health & Benefits Trusr Fund Iuoe has a score of 75/100 (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 Health & Benefits Trusr Fund Iuoe generate?

Health & Benefits Trusr Fund Iuoe reports $231.9M in annual revenue and holds $637.3M in total assets, based on IRS filings.

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