YMutual & Membership BenefitEIN: 467306294· Ruling Year: 2018

Bethlehem Area School District Employee Benefit Tr

Bethlehem, Pennsylvania

BHealth Score
64B

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.62×
Peer Median10.70×
💰
$36.1M
Total Revenue
📊
$37.0M
Total Expenses
🏦
$23.1M
Net Assets
📋
$3.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+14.5%
Year-over-year change (2022 → 2023)
Net Margin
-2.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.62
Net assets divided by total expenses
Liabilities-to-Assets
13.4%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$36,083,91714%$36,955,3595%$26,605,6622%
2022$31,527,5816%$35,146,46812%$27,160,21415%
2021$29,773,1423%$31,463,35921%$32,018,6792%
2020$28,865,4346%$25,910,3205%$31,459,0368%
2019$30,861,6441%$27,413,9734%$29,101,04720%
2018$31,049,203$26,401,9072%$24,280,90923%
2017$31,197,9948%$26,008,6278%$19,755,09231%
2016$28,783,0225%$28,420,3997%$15,071,9221%
2015$30,451,7106%$30,451,7106%$15,220,7184%
2014$32,422,7212%$28,780,7411%$14,682,47131%
2013$31,636,81210%$28,444,48212%$11,201,27731%
2012$28,681,499$25,434,457$8,526,762

Frequently Asked Questions

What does Bethlehem Area School District Employee Benefit Tr do?

Bethlehem Area School District Employee Benefit Tr is a mutual & membership benefit nonprofit organization based in Pennsylvania. It is classified under NTEE code Y44 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bethlehem Area School District Employee Benefit Tr financially healthy?

Based on our 9-metric Financial Health Score model, Bethlehem Area School District Employee Benefit Tr has a score of 64/100 (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 Bethlehem Area School District Employee Benefit Tr generate?

Bethlehem Area School District Employee Benefit Tr reports $35.3M in annual revenue and holds $23.0M in total assets, based on IRS filings.

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Bethlehem Area School District Employee Benefit Tr — Bethlehem, PA | GiveScope