Y โ€” Mutual & Membership BenefitEIN: 137379593ยท Ruling Year: 2004

Iso New England Retiree Medical Dental And Life Tr

Holyoke, Massachusetts

B+Health Score
69B+

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 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

๐Ÿ’ฐ
$1.7M
Total Revenue
๐Ÿ“Š
$1.1M
Total Expenses
๐Ÿฆ
$26.3M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+705.9%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+36.1%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,666,240โ†‘706%$1,065,245โ†‘6%$26,309,122โ†‘11%
2022$206,768โ†“96%$1,008,650โ†‘19%$23,686,583โ†“17%
2021$5,233,173โ†‘367%$848,524โ†‘22%$28,382,920โ†‘10%
2020$1,120,105โ†“8%$693,757โ†‘5%$25,876,182โ†‘13%
2019$1,220,774โ†“84%$663,743โ†‘26%$22,967,420โ†‘19%
2018$7,781,081โ†‘1133%$526,651โ†“7%$19,231,258โ†“5%
2017$631,018โ†“37%$568,468โ†‘49%$20,221,117โ†‘15%
2016$1,001,198โ†“25%$381,376โ†“13%$17,602,046โ†‘12%
2015$1,327,363โ†“15%$438,457โ†‘21%$15,676,080โ†‘2%
2014$1,570,261โ†‘12%$362,908โ†‘2%$15,355,780โ†‘9%
2013$1,406,557โ†‘20%$356,632โ†‘8%$14,127,200โ†‘21%
2012$1,168,343โ†‘8%$330,463โ†“12%$11,720,738โ†‘19%
2011$1,079,020$373,744$9,808,761

Frequently Asked Questions

What does Iso New England Retiree Medical Dental And Life Tr do?โ–ผ

Iso New England Retiree Medical Dental And Life Tr is a mutual & membership benefit nonprofit organization based in Massachusetts. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Iso New England Retiree Medical Dental And Life Tr financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Iso New England Retiree Medical Dental And Life Tr has a score of 69/100 (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 Iso New England Retiree Medical Dental And Life Tr generate?โ–ผ

Iso New England Retiree Medical Dental And Life Tr reports $2.1M in annual revenue and holds $28.4M in total assets, based on IRS filings.

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Iso New England Retiree Medical Dental And Life Tr โ€” Holyoke, MA | GiveScope