YMutual & Membership BenefitEIN: 208662055· Ruling Year: 2007

Atlantic Telephone Membershipcorporation Retiree Welfare Trust

Shallotte, North Carolina

B+Health Score
65B+

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 Org2.78×
Peer Median29.60×
💰
$1.1M
Total Revenue
📊
$5.0M
Total Expenses
🏦
$14.0M
Net Assets
📋
$22K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+3.0%
Year-over-year change (2022 → 2023)
Net Margin
-336.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.78
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,149,6463%$5,018,148472%$13,988,93512%
2022$1,116,65559%$877,2916%$15,902,65416%
2021$2,700,58534%$935,2245%$18,926,43414%
2020$2,010,29218%$986,08010%$16,605,73613%
2019$2,457,98218%$899,29118%$14,710,54724%
2018$2,085,73210%$762,8821%$11,876,3104%
2017$2,305,20547%$769,39422%$12,414,54827%
2016$1,571,7652%$631,3084%$9,755,90914%
2015$1,597,61610%$605,75412%$8,556,8046%
2014$1,767,91152%$541,1073%$8,102,96516%
2013$1,165,2243%$523,985$6,974,53637%
2012$1,129,57531%$522,4739%$5,094,91831%
2011$1,646,953$478,238$3,891,031

Frequently Asked Questions

What does Atlantic Telephone Membershipcorporation Retiree Welfare Trust do?

Atlantic Telephone Membershipcorporation Retiree Welfare Trust is a mutual & membership benefit nonprofit organization based in North Carolina. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Atlantic Telephone Membershipcorporation Retiree Welfare Trust financially healthy?

Based on our 9-metric Financial Health Score model, Atlantic Telephone Membershipcorporation Retiree Welfare Trust has a score of 65/100 (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 Atlantic Telephone Membershipcorporation Retiree Welfare Trust generate?

Atlantic Telephone Membershipcorporation Retiree Welfare Trust reports $2.8M in annual revenue and holds $13.6M in total assets, based on IRS filings.

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