YMutual & Membership BenefitEIN: 263118644· Ruling Year: 2011

Shared Services Health Plan Trust

Lititz, Pennsylvania

BHealth Score
55B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.42×
Peer Median10.70×
💰
$52.5M
Total Revenue
📊
$49.4M
Total Expenses
🏦
$20.8M
Net Assets
📋
$2.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-3.1%
Year-over-year change (2022 → 2023)
Net Margin
+5.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.42
Net assets divided by total expenses
Liabilities-to-Assets
10.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$52,493,2783%$49,402,2721%$23,142,26316%
2022$54,150,631$49,950,7612%$20,020,26334%
2021$54,154,18921%$51,185,77814%$14,920,28716%
2020$44,774,4662%$44,942,4481%$12,834,1751%
2019$44,015,62418%$45,270,03028%$12,710,7619%
2018$37,371,7361%$35,305,9852%$13,996,76029%
2017$37,181,5147%$35,944,15013%$10,880,47417%
2016$34,595,57345%$31,732,15235%$9,322,53548%
2015$23,799,62318%$23,542,71111%$6,303,3796%
2014$20,119,4604%$21,117,37410%$5,934,1879%
2013$20,884,87224%$19,272,51225%$6,530,64733%
2012$16,803,040128%$15,365,226134%$4,918,28741%
2011$7,370,880$6,558,154$3,480,473

Frequently Asked Questions

What does Shared Services Health Plan Trust do?

Shared Services Health Plan 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 Shared Services Health Plan Trust financially healthy?

Based on our 9-metric Financial Health Score model, Shared Services Health Plan Trust has a score of 55/100 (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 Shared Services Health Plan Trust generate?

Shared Services Health Plan Trust reports $57.4M in annual revenue and holds $17.5M in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Mutual & Membership Benefit category, or browse all nonprofits in Pennsylvania.