YMutual & Membership BenefitEIN: 261574455· Ruling Year: 2010

Ocu Health & Welfare Trust

Covina, California

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 75 peers in Mutual & Membership Benefit with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org10.18×
Peer Median0.49×
💰
$28.5M
Total Revenue
📊
$26.7M
Total Expenses
🏦
$271.4M
Net Assets
📋
$2.4M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-12.2%
Year-over-year change (2022 → 2023)
Net Margin
+6.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.18
Net assets divided by total expenses
Liabilities-to-Assets
0.9%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$28,475,25712%$26,667,50116%$273,775,61213%
2022$32,420,04216%$23,051,9257%$243,107,54112%
2021$27,957,26316%$21,642,6157%$276,724,79412%
2020$24,169,33619%$20,205,1575%$246,925,28711%
2019$29,744,09920%$21,181,5602%$222,850,27717%
2018$37,243,17713%$20,813,0423%$190,117,0341%
2017$32,917,54513%$20,166,1808%$188,018,84420%
2016$37,823,4222%$18,655,53414%$156,499,63419%
2015$38,434,19213%$21,648,3617%$131,802,50312%
2014$33,951,7305%$20,148,93112%$117,901,65618%
2013$32,288,84212%$18,025,28918%$99,510,13229%
2012$28,844,2105%$15,218,9106%$76,944,07734%
2011$30,262,419$16,197,817$57,416,461

Frequently Asked Questions

What does Ocu Health & Welfare Trust do?

Ocu Health & Welfare Trust is a mutual & membership benefit nonprofit organization based in California. It is classified under NTEE code Y44 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ocu Health & Welfare Trust financially healthy?

Based on our 9-metric Financial Health Score model, Ocu Health & Welfare Trust 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 Ocu Health & Welfare Trust generate?

Ocu Health & Welfare Trust reports $123.8M in annual revenue and holds $297.7M in total assets, based on IRS filings.

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