YMutual & Membership BenefitEIN: 200504698· Ruling Year: 2004

Montana Rail Link Retiree Health Plan Collectively Bargained Tr

Fort Worth, Texas

B+Health Score
67B+

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

Working Capital Ratio (net assets ÷ expenses)

This Org48.80×
Peer Median29.60×
💰
$4.9M
Total Revenue
📊
$1.2M
Total Expenses
🏦
$56.9M
Net Assets
📋
$28K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+65.7%
Year-over-year change (2022 → 2023)
Net Margin
+76.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
48.80
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$4,906,23466%$1,167,0666%$56,974,82817%
2022$2,961,26555%$1,246,11635%$48,524,93710%
2021$6,575,27353%$1,920,73152%$53,919,69710%
2020$4,283,7221%$1,261,7996%$48,982,03917%
2019$4,323,38824%$1,339,12222%$41,758,32220%
2018$5,693,33625%$1,723,30223%$34,826,8982%
2017$4,565,95830%$2,249,3522%$35,385,75814%
2016$3,509,5788%$2,297,05792%$31,108,15610%
2015$3,805,58721%$1,196,7924%$28,355,1273%
2014$4,791,52234%$1,240,66179%$27,565,76712%
2013$3,567,0263%$691,35618%$24,684,33321%
2012$3,456,21025%$587,38415%$20,430,42421%
2011$2,768,265$689,178$16,874,693

Frequently Asked Questions

What does Montana Rail Link Retiree Health Plan Collectively Bargained Tr do?

Montana Rail Link Retiree Health Plan Collectively Bargained Tr is a mutual & membership benefit nonprofit organization based in Texas. It is classified under NTEE code Y42 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Montana Rail Link Retiree Health Plan Collectively Bargained Tr financially healthy?

Based on our 9-metric Financial Health Score model, Montana Rail Link Retiree Health Plan Collectively Bargained Tr has a score of 67/100 (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 Montana Rail Link Retiree Health Plan Collectively Bargained Tr generate?

Montana Rail Link Retiree Health Plan Collectively Bargained Tr reports $4.3M in annual revenue and holds $60.3M in total assets, based on IRS filings.

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Montana Rail Link Retiree Health Plan Collectively Bargained Tr — Fort Worth, TX | GiveScope