YMutual & Membership BenefitEIN: 464111565· Ruling Year: 2015

New York State Teamsters Council Ups Retiree Health Fund

Syracuse, New York

B+Health Score
67B+

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 Org2.67×
Peer Median10.70×
💰
$10.4M
Total Revenue
📊
$8.7M
Total Expenses
🏦
$23.3M
Net Assets
📋
$12K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+291.8%
Year-over-year change (2022 → 2023)
Net Margin
+16.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.67
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$10,415,889292%$8,713,94535%$23,284,2978%
2022$2,658,80328%$6,439,3823%$21,493,77027%
2021$3,694,88178%$6,669,57945%$29,541,59312%
2020$2,072,32027%$4,592,02340%$33,697,2182%
2019$1,634,24027%$3,273,6649%$34,481,3195%
2018$2,246,07543%$3,014,11443%$32,771,3229%
2017$1,570,589141%$2,110,96842%$36,133,7017%
2016$652,28734%$1,486,34325%$33,833,0363%
2015$992,71697%$1,191,242197%$32,875,8855%
2014$34,291,330$401,396$34,560,745

Frequently Asked Questions

What does New York State Teamsters Council Ups Retiree Health Fund do?

New York State Teamsters Council Ups Retiree Health Fund is a mutual & membership benefit nonprofit organization based in New York. It is classified under NTEE code Y99 and is registered as a 501(c) tax-exempt organization with the IRS.

Is New York State Teamsters Council Ups Retiree Health Fund financially healthy?

Based on our 9-metric Financial Health Score model, New York State Teamsters Council Ups Retiree Health Fund has a score of 67/100 (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 New York State Teamsters Council Ups Retiree Health Fund generate?

New York State Teamsters Council Ups Retiree Health Fund reports $11.6M in annual revenue and holds $26.1M in total assets, based on IRS filings.

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