YMutual & Membership BenefitEIN: 376581075· Ruling Year: 2017

California Institute Of Technology Retiree Medical Plan Jpl Veba Tr

San Diego, California

B+Health Score
73B+

Financial Health Score

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

Good

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org15.87×
Peer Median10.70×
💰
$34.6M
Total Revenue
📊
$15.3M
Total Expenses
🏦
$242.9M
Net Assets
📋
$158K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-3.8%
Year-over-year change (2022 → 2023)
Net Margin
+55.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.87
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$34,550,1774%$15,302,5951%$243,058,36822%
2022$35,932,58120%$15,147,5252%$199,760,2779%
2021$45,087,4048%$15,431,4332%$219,471,64721%
2020$41,792,03311%$15,181,375$181,986,21433%
2019$37,562,6344%$15,124,1843%$136,524,24943%
2018$39,211,3283%$14,615,7134%$95,595,64318%
2017$37,963,8148%$14,107,1974%$80,760,83962%
2016$35,054,69615%$13,532,5813%$49,966,67884%
2015$41,028,795$13,139,109$27,086,152

Frequently Asked Questions

What does California Institute Of Technology Retiree Medical Plan Jpl Veba Tr do?

California Institute Of Technology Retiree Medical Plan Jpl Veba 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 California Institute Of Technology Retiree Medical Plan Jpl Veba Tr financially healthy?

Based on our 9-metric Financial Health Score model, California Institute Of Technology Retiree Medical Plan Jpl Veba Tr has a score of 73/100 (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 California Institute Of Technology Retiree Medical Plan Jpl Veba Tr generate?

California Institute Of Technology Retiree Medical Plan Jpl Veba Tr reports $75.5M in annual revenue and holds $491.3M in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Mutual & Membership Benefit category, or browse all nonprofits in California.