YMutual & Membership BenefitEIN: 276465755· Ruling Year: 2010

Berks County School Districts Health Tr

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.13×
Peer Median0.49×
💰
$95.1M
Total Revenue
📊
$105.0M
Total Expenses
🏦
$13.3M
Net Assets
📋
$12.4M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+2.9%
Year-over-year change (2022 → 2023)
Net Margin
-10.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.13
Net assets divided by total expenses
Liabilities-to-Assets
48.2%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$95,140,7663%$104,960,4065%$25,713,53031%
2022$92,475,8791%$99,850,38412%$37,307,6867%
2021$93,156,9184%$89,476,50917%$40,024,25818%
2020$89,302,1213%$76,707,97111%$33,881,52159%
2019$86,629,1029%$85,718,9012%$21,270,6987%
2018$79,829,6271%$84,368,0988%$19,802,06916%
2017$78,953,9676%$78,170,1306%$23,464,8933%
2016$74,601,4392%$73,672,5514%$22,744,1844%
2015$72,868,6992%$71,143,3887%$21,781,2549%
2014$71,722,3372%$66,480,69411%$20,053,73832%
2013$73,247,8314673%$59,969,63189428%$15,163,652914%
2012$1,534,590$66,984$1,495,444

Frequently Asked Questions

What does Berks County School Districts Health Tr do?

Berks County School Districts Health Tr is a mutual & membership benefit nonprofit organization based in Pennsylvania. It is classified under NTEE code Y20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Berks County School Districts Health Tr financially healthy?

Based on our 9-metric Financial Health Score model, Berks County School Districts Health Tr 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 Berks County School Districts Health Tr generate?

Berks County School Districts Health Tr reports $104.9M in annual revenue and holds $15.3M in total assets, based on IRS filings.

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