YMutual & Membership BenefitEIN: 562423802· Ruling Year: 2006

United Benefit Fund

Great Neck, New York

A-Health Score
84A-

Financial Health Score

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

Very Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org1.20×
Peer Median10.70×
💰
$33.4M
Total Revenue
📊
$30.8M
Total Expenses
🏦
$37.0M
Net Assets
📋
$160K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5.5%
Year-over-year change (2022 → 2023)
Net Margin
+7.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.20
Net assets divided by total expenses
Liabilities-to-Assets
0.4%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$33,439,8775%$30,837,0202%$37,129,52913%
2022$31,704,92126%$31,464,02133%$32,833,45713%
2021$25,212,1152%$23,643,90113%$37,686,3313%
2020$24,611,1351%$20,969,5869%$36,742,31110%
2019$24,275,3868%$23,042,50735%$33,268,59811%
2018$22,384,9103%$17,068,8912%$30,007,50515%
2017$21,706,26613%$17,358,6891%$26,080,04718%
2016$19,151,76621%$17,211,35615%$22,137,90116%
2015$15,864,2368%$14,962,06618%$19,157,2591%
2014$17,253,86045%$18,302,27127%$19,346,0004%
2013$31,549,7039%$25,035,9068%$20,067,38845%
2012$28,839,95928%$27,315,58115%$13,815,73113%
2011$22,505,17841%$23,758,00297%$12,270,8319%
2010$16,013,411$12,044,887$13,537,115

Frequently Asked Questions

What does United Benefit Fund do?

United Benefit Fund is a mutual & membership benefit nonprofit organization based in New York. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is United Benefit Fund financially healthy?

Based on our 9-metric Financial Health Score model, United Benefit Fund has a score of 84/100 (Grade: A-). 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 United Benefit Fund generate?

United Benefit Fund reports $35.5M in annual revenue and holds $42.7M in total assets, based on IRS filings.

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