YMutual & Membership BenefitEIN: 816137331· Ruling Year: 2019

Pinnacle West Capital Corporation Life Insurance Benefits Trust

Heritage Dr N Qu, Massachusetts

B-Health Score
54B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org398.53×
Peer Median29.60×
💰
$2.8M
Total Revenue
📊
$176K
Total Expenses
🏦
$70.0M
Net Assets
📋
$161K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-99.4%
Year-over-year change (2022 → 2023)
Net Margin
+93.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
398.53
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets

Filing History

6 filings on record
YearRevenueExpensesAssets
2023$2,847,29199%$175,73399%$70,194,96885%
2022$462,515,260169751%$21,127,5361167%$458,793,148502%
2021-$272,62785%$1,667,59310%$76,247,7415%
2020-$1,771,15045%$1,847,13526%$72,763,32112%
2019-$3,196,398557%$2,498,67440%$65,202,2373%
2018$698,911$4,177,639$63,193,410

Frequently Asked Questions

What does Pinnacle West Capital Corporation Life Insurance Benefits Trust do?

Pinnacle West Capital Corporation Life Insurance Benefits Trust is a mutual & membership benefit nonprofit organization based in Massachusetts. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Pinnacle West Capital Corporation Life Insurance Benefits Trust financially healthy?

Based on our 9-metric Financial Health Score model, Pinnacle West Capital Corporation Life Insurance Benefits Trust has a score of 54/100 (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 Pinnacle West Capital Corporation Life Insurance Benefits Trust generate?

Pinnacle West Capital Corporation Life Insurance Benefits Trust reports $5.9M in annual revenue and holds $71.2M in total assets, based on IRS filings.

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