YMutual & Membership BenefitEIN: 237676128· Ruling Year: 2006

The Wagman Companies Inc Employee Welfare Benefit Trust

York, Pennsylvania

CHealth Score
42C

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Below Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.08×
Peer Median29.60×
💰
$4.7M
Total Revenue
📊
$5.6M
Total Expenses
🏦
$456K
Net Assets
📋
$224K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+10.5%
Year-over-year change (2022 → 2023)
Net Margin
-20.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.08
Net assets divided by total expenses
Liabilities-to-Assets
33.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$4,689,89611%$5,637,05228%$680,22855%
2022$4,242,5642%$4,419,7544%$1,522,92216%
2021$4,326,6602%$4,609,1602%$1,808,40111%
2020$4,258,86113%$4,697,3723%$2,039,51613%
2019$4,921,62417%$4,582,2573%$2,355,41314%
2018$5,928,50410%$4,450,65917%$2,071,569317%
2017$5,393,55412%$5,388,49515%$496,8071%
2016$4,803,23725%$4,676,58324%$499,97432%
2015$3,849,13722%$3,775,47923%$378,23021%
2014$3,144,85761%$3,075,05153%$312,48844%
2013$1,948,37015%$2,010,59416%$216,78223%
2012$1,690,77310%$1,729,44510%$281,10210%
2011$1,884,910$1,923,249$313,333

Frequently Asked Questions

What does The Wagman Companies Inc Employee Welfare Benefit Trust do?

The Wagman Companies Inc Employee Welfare Benefit Trust is a mutual & membership benefit nonprofit organization based in Pennsylvania. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Wagman Companies Inc Employee Welfare Benefit Trust financially healthy?

Based on our 9-metric Financial Health Score model, The Wagman Companies Inc Employee Welfare Benefit Trust has a score of 42/100 (Grade: C). 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 The Wagman Companies Inc Employee Welfare Benefit Trust generate?

The Wagman Companies Inc Employee Welfare Benefit Trust reports $7.2M in annual revenue and holds $1.9M in total assets, based on IRS filings.

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