YMutual & Membership BenefitEIN: 356967427· Ruling Year: 2014

Western Region Employee Benefit Tr

Modesto, California

B-Health Score
54B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.21×
Peer Median29.60×
💰
$7.4M
Total Revenue
📊
$7.1M
Total Expenses
🏦
$1.5M
Net Assets
📋
$546K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-0.4%
Year-over-year change (2022 → 2023)
Net Margin
+3.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.21
Net assets divided by total expenses
Liabilities-to-Assets
27.1%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$7,376,605$7,142,164$2,015,92013%
2022$7,403,81714%$7,114,6258%$1,781,47920%
2021$6,516,06011%$6,595,95912%$1,486,3253%
2020$5,850,91613%$5,913,19713%$1,525,3512%
2019$5,172,98016%$5,214,23019%$1,554,50515%
2018$4,465,1536%$4,394,8463%$1,354,19430%
2017$4,217,9582%$4,254,35310%$1,043,2204%
2016$4,122,26712%$3,880,30817%$1,089,14630%
2015$3,692,99021%$3,307,9482%$837,65684%
2014$3,061,96611%$3,362,2476%$454,34740%
2013$3,449,48610%$3,587,39560%$754,41517%
2012$3,129,348$2,239,667$904,114

Frequently Asked Questions

What does Western Region Employee Benefit Tr do?

Western Region Employee Benefit Tr 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 Western Region Employee Benefit Tr financially healthy?

Based on our 9-metric Financial Health Score model, Western Region Employee Benefit Tr has a score of 54/100 (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 Western Region Employee Benefit Tr generate?

Western Region Employee Benefit Tr reports $8.3M in annual revenue and holds $1.7M in total assets, based on IRS filings.

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