YMutual & Membership BenefitEIN: 731668021· Ruling Year: 2004

Case New Holland Inc Retiree Medical Savings Account Tr

Racine, Wisconsin

B+Health Score
70B+

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

💰
$1.9M
Total Revenue
📊
$1.8M
Total Expenses
🏦
$18.4M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+46.1%
Year-over-year change (2022 → 2023)
Net Margin
+5.2%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,924,68446%$1,825,03317%$18,352,8375%
2022$1,317,66834%$1,563,5259%$17,406,58622%
2021$1,995,6843%$1,436,99710%$22,388,2483%
2020$1,933,9084%$1,305,5654%$21,697,05010%
2019$2,009,48092%$1,353,87016%$19,677,18415%
2018$1,044,49433%$1,162,91515%$17,145,1334%
2017$1,567,52663%$1,011,90368%$17,825,05610%
2016$4,180,08426%$3,136,9377%$16,142,3197%
2015$3,324,42832%$2,938,33915%$15,099,1713%
2014$4,917,7338%$3,469,86010%$14,713,08111%
2013$4,557,1692%$3,157,2468%$13,265,20812%
2012$4,637,88831%$2,922,6757%$11,865,28571%
2011$6,703,714$3,128,683$41,175,817

Frequently Asked Questions

What does Case New Holland Inc Retiree Medical Savings Account Tr do?

Case New Holland Inc Retiree Medical Savings Account Tr is a mutual & membership benefit nonprofit organization based in Wisconsin. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Case New Holland Inc Retiree Medical Savings Account Tr financially healthy?

Based on our 9-metric Financial Health Score model, Case New Holland Inc Retiree Medical Savings Account Tr has a score of 70/100 (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 Case New Holland Inc Retiree Medical Savings Account Tr generate?

Case New Holland Inc Retiree Medical Savings Account Tr reports $1.7M in annual revenue and holds $18.1M in total assets, based on IRS filings.

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