YMutual & Membership BenefitEIN: 826735744· Ruling Year: 2019

Fernandez Holdings Health Tr

Pacific Plsds, California

B-Health Score
52B-

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.04×
Peer Median10.70×
💰
$18.6M
Total Revenue
📊
$18.7M
Total Expenses
🏦
$699K
Net Assets
📋
$261K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+31.0%
Year-over-year change (2022 → 2023)
Net Margin
-0.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.04
Net assets divided by total expenses
Liabilities-to-Assets
27.2%
Total liabilities as % of total assets

Filing History

6 filings on record
YearRevenueExpensesAssets
2023$18,600,03931%$18,700,62531%$959,87820%
2022$14,203,85426%$14,316,44535%$799,61412%
2021$11,262,42648%$10,635,22738%$912,205220%
2020$7,625,07329%$7,689,72434%$285,00618%
2019$5,925,29736%$5,728,12937%$349,657129%
2018$4,341,640$4,189,151$152,489

Frequently Asked Questions

What does Fernandez Holdings Health Tr do?

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

Is Fernandez Holdings Health Tr financially healthy?

Based on our 9-metric Financial Health Score model, Fernandez Holdings Health Tr has a score of 52/100 (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 Fernandez Holdings Health Tr generate?

Fernandez Holdings Health Tr reports $25.3M in annual revenue and holds $510K in total assets, based on IRS filings.

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Fernandez Holdings Health Tr — Pacific Plsds, CA | GiveScope