YMutual & Membership BenefitEIN: 276763813· Ruling Year: 2014

Employee Health & Welfare Benefit Plan Trust

Beverly Hills, California

BHealth Score
57B

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

💰
$6.9M
Total Revenue
📊
$6.8M
Total Expenses
🏦
$104K
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+0.2%
Year-over-year change (2022 → 2023)
Net Margin
+1.3%
Revenue minus expenses as % of revenue

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$6,912,062$6,823,8552%$104,073556%
2022$6,898,70728%$6,963,71329%$15,86680%
2021$5,409,5925%$5,413,8262%$80,8725%
2020$5,153,67217%$5,318,62213%$85,10666%
2019$6,215,1481%$6,132,8232%$250,05649%
2018$6,309,0215%$6,240,8683%$167,73168%
2017$6,015,37217%$6,035,07420%$99,57817%
2016$5,148,0099%$5,032,67711%$119,2802921%
2015$5,671,26740%$5,667,31940%$3,94856%
2014$4,061,26416%$4,061,26414%$2,53499%
2013$3,495,45422%$3,559,0318%$285,941350%
2012$2,871,281$3,287,203$63,577

Frequently Asked Questions

What does Employee Health & Welfare Benefit Plan Trust do?

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

Is Employee Health & Welfare Benefit Plan Trust financially healthy?

Based on our 9-metric Financial Health Score model, Employee Health & Welfare Benefit Plan Trust has a score of 57/100 (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 Employee Health & Welfare Benefit Plan Trust generate?

Employee Health & Welfare Benefit Plan Trust reports $6.6M in annual revenue and holds $141K in total assets, based on IRS filings.

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