University of New Mexico Retiree Welfare Benefit TR

Albuquerque, New Mexico

BHealth Score
60B

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

💰
$5.5M
Total Revenue
📊
$89K
Total Expenses
🏦
$61.4M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-14.1%
Year-over-year change (2022 → 2023)
Net Margin
+98.4%
Revenue minus expenses as % of revenue

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$5,510,06914%$88,8714%$61,442,71918%
2022$6,414,32511%$92,26613%$52,206,57312%
2021$7,172,86729%$81,65022%$59,011,77235%
2020$5,541,8146%$67,0509%$43,763,64515%
2019$5,868,23113%$61,76715%$38,037,01323%
2018$6,744,44713%$53,79334%$30,805,27124%
2017$5,986,3012%$40,19082%$24,782,54045%
2016$5,860,5196%$22,083342%$17,044,46962%
2015$6,203,69745%$5,000$10,490,715145%
2014$4,282,620$0$4,282,586

Frequently Asked Questions

What does University of New Mexico Retiree Welfare Benefit TR do?

University of New Mexico Retiree Welfare Benefit TR is a mutual & membership benefit nonprofit organization based in New Mexico. It is classified under NTEE code Y44 and is registered as a 501(c) tax-exempt organization with the IRS.

Is University of New Mexico Retiree Welfare Benefit TR financially healthy?

Based on our 9-metric Financial Health Score model, University of New Mexico Retiree Welfare Benefit TR has a score of 60/100 (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 University of New Mexico Retiree Welfare Benefit TR generate?

University of New Mexico Retiree Welfare Benefit TR reports $12.8M in annual revenue and holds $72.9M in total assets, based on IRS filings.

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