Y — Mutual & Membership BenefitEIN: 477303426· Ruling Year: 2018

Strategic Ins Tr

New Albany, Indiana

BHealth Score
61B

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

💰
$3.7M
Total Revenue
📊
$3.5M
Total Expenses
🏦
$1.9M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-11.5%
Year-over-year change (2022 → 2023)
Net Margin
+5.3%
Revenue minus expenses as % of revenue

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$3,731,015↓12%$3,534,928↓6%$1,897,780↑12%
2022$4,216,575↑10%$3,778,182↓3%$1,701,693↑35%
2021$3,838,683↓10%$3,896,773↓8%$1,263,300↓4%
2020$4,271,705↑32%$4,236,657↑40%$1,321,390↑3%
2019$3,246,054$3,032,711$1,286,342

Frequently Asked Questions

What does Strategic Ins Tr do?▼

Strategic Ins Tr is a mutual & membership benefit nonprofit organization based in Indiana. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Strategic Ins Tr financially healthy?▼

Based on our 9-metric Financial Health Score model, Strategic Ins Tr has a score of 61/100 (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 Strategic Ins Tr generate?▼

Strategic Ins Tr reports $4.2M in annual revenue and holds $2.8M in total assets, based on IRS filings.

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