Ocu Health & Welfare Trust
Covina, California
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)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $28,475,257↓12% | $26,667,501↑16% | $273,775,612↑13% | |
| 2022 | $32,420,042↑16% | $23,051,925↑7% | $243,107,541↓12% | — |
| 2021 | $27,957,263↑16% | $21,642,615↑7% | $276,724,794↑12% | — |
| 2020 | $24,169,336↓19% | $20,205,157↓5% | $246,925,287↑11% | — |
| 2019 | $29,744,099↓20% | $21,181,560↑2% | $222,850,277↑17% | — |
| 2018 | $37,243,177↑13% | $20,813,042↑3% | $190,117,034↑1% | — |
| 2017 | $32,917,545↓13% | $20,166,180↑8% | $188,018,844↑20% | — |
| 2016 | $37,823,422↓2% | $18,655,534↓14% | $156,499,634↑19% | — |
| 2015 | $38,434,192↑13% | $21,648,361↑7% | $131,802,503↑12% | — |
| 2014 | $33,951,730↑5% | $20,148,931↑12% | $117,901,656↑18% | — |
| 2013 | $32,288,842↑12% | $18,025,289↑18% | $99,510,132↑29% | — |
| 2012 | $28,844,210↓5% | $15,218,910↓6% | $76,944,077↑34% | — |
| 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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