Y โ€” Mutual & Membership BenefitEIN: 320443476ยท Ruling Year: 2015

Uvm Foundation Retiree Health Plan Trust

Charlotte, North Carolina

BHealth Score
58B

Financial Health Score

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

Above Average

๐Ÿ’ฐ
$89K
Total Revenue
๐Ÿ“Š
$52K
Total Expenses
๐Ÿฆ
$3.5M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-59.1%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+41.7%
Revenue minus expenses as % of revenue

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$88,863โ†“59%$51,804โ†‘13%$3,492,623โ†‘14%
2022$217,346โ†“34%$45,928โ†‘59%$3,076,521โ†“15%
2021$331,800โ†‘53%$28,849โ†‘42%$3,605,051โ†‘12%
2020$216,983โ†‘38%$20,300โ†‘11%$3,228,636โ†‘14%
2019$156,898โ†“25%$18,210โ†‘148%$2,840,021โ†‘22%
2018$207,916โ†‘6%$7,342โ†‘517%$2,332,586โ†“5%
2017$195,793โ†‘50%$1,189$2,444,287โ†‘21%
2016$130,853โ†‘17%$0$2,011,897โ†‘9%
2015$111,751โ†“47%$0$1,845,878
2014$210,198โ†“87%$0$1,842,726โ†‘11%
2013$1,647,197$0$1,660,329

Frequently Asked Questions

What does Uvm Foundation Retiree Health Plan Trust do?โ–ผ

Uvm Foundation Retiree Health Plan Trust is a mutual & membership benefit nonprofit organization based in North Carolina. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Uvm Foundation Retiree Health Plan Trust financially healthy?โ–ผ

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Uvm Foundation Retiree Health Plan Trust.

How much revenue does Uvm Foundation Retiree Health Plan Trust generate?โ–ผ

Uvm Foundation Retiree Health Plan Trust reports $185K in annual revenue and holds $3.8M in total assets, based on IRS filings.

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Uvm Foundation Retiree Health Plan Trust โ€” Charlotte, NC | GiveScope