Z — UnclassifiedEIN: 232811893· Ruling Year: 1996

Local 8-86 Merck Employees Veba Trust

Horsham, Pennsylvania

B+Health Score
70B+

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 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.87×
Peer Median5.86×
💰
$47.0M
Total Revenue
📊
$39.0M
Total Expenses
🏦
$73.1M
Net Assets
📋
$4.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+0.5%
Year-over-year change (2022 → 2023)
Net Margin
+17.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.87
Net assets divided by total expenses
Liabilities-to-Assets
5.3%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$47,049,129$39,001,813↑9%$77,202,828↑11%
2022$46,837,370↑9%$35,793,144↑4%$69,303,250↑6%
2021$42,985,362↑9%$34,374,782$65,449,031↑20%
2020$39,258,394↑4%$34,476,744↑3%$54,628,503↑11%
2019$37,738,297↑9%$33,495,857↑1%$49,010,137↑9%
2018$34,575,758$33,320,693↑6%$44,863,835
2017$34,431,699↓2%$31,518,199↑1%$44,686,617↑20%
2015$35,252,743↑3%$31,329,053↑3%$37,353,145↑12%
2014$34,112,626↑4%$30,388,012↑5%$33,476,770↑14%
2013$32,785,067↑11%$28,847,845↓3%$29,247,124↑16%
2012$29,649,326↑5%$29,839,406↑14%$25,108,831↑4%
2011$28,367,014$26,081,898$24,036,693

Frequently Asked Questions

What does Local 8-86 Merck Employees Veba Trust do?▼

Local 8-86 Merck Employees Veba Trust is a unclassified nonprofit organization based in Pennsylvania. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Local 8-86 Merck Employees Veba Trust financially healthy?▼

Based on our 9-metric Financial Health Score model, Local 8-86 Merck Employees Veba Trust has a score of 70/100 (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 Local 8-86 Merck Employees Veba Trust generate?▼

Local 8-86 Merck Employees Veba Trust reports $49.4M in annual revenue and holds $86.9M in total assets, based on IRS filings.

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