Y — Mutual & Membership BenefitEIN: 686254830· Ruling Year: 2009

Health Professionals & Allied Emp Ast Afl-cio Retiree Medical Tr

Englewd Clfs, New Jersey

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

Working Capital Ratio (net assets ÷ expenses)

This Org43.62×
Peer Median29.60×
💰
$2.8M
Total Revenue
📊
$815K
Total Expenses
🏦
$35.6M
Net Assets
📋
$42K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-11.7%
Year-over-year change (2022 → 2023)
Net Margin
+70.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
43.62
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$2,770,791↓12%$815,417↑6%$35,612,139↑21%
2022$3,136,154↓45%$766,007↑8%$29,479,746↓12%
2021$5,700,101↑48%$707,177↑40%$33,337,875↑22%
2020$3,845,696↑43%$503,490↑13%$27,424,641↑20%
2019$2,687,558↓6%$445,243↑24%$22,794,432↑29%
2018$2,845,346↓10%$360,431↑1%$17,620,927↑4%
2017$3,153,705↑42%$355,685↑10%$16,982,082↑25%
2016$2,216,711↑26%$324,332↑8%$13,621,075↑21%
2015$1,756,118↓11%$299,585↑12%$11,228,175↑12%
2014$1,976,301↑1%$266,693↑14%$9,988,051↑12%
2013$1,965,495↑11%$233,446↓2%$8,950,743↑42%
2012$1,774,618↑18%$237,556↑18%$6,287,842↑35%
2011$1,499,397$201,142$4,673,253

Frequently Asked Questions

What does Health Professionals & Allied Emp Ast Afl-cio Retiree Medical Tr do?▼

Health Professionals & Allied Emp Ast Afl-cio Retiree Medical Tr is a mutual & membership benefit nonprofit organization based in New Jersey. It is classified under NTEE code Y44 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Health Professionals & Allied Emp Ast Afl-cio Retiree Medical Tr financially healthy?▼

Based on our 9-metric Financial Health Score model, Health Professionals & Allied Emp Ast Afl-cio Retiree Medical Tr 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 Health Professionals & Allied Emp Ast Afl-cio Retiree Medical Tr generate?▼

Health Professionals & Allied Emp Ast Afl-cio Retiree Medical Tr reports $3.9M in annual revenue and holds $42.2M in total assets, based on IRS filings.

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