YMutual & Membership BenefitEIN: 853886329· Ruling Year: 2021

Southeastern Indiana School Insurance Trust

Carmel, Indiana

BHealth Score
58B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.37×
Peer Median10.70×
💰
$26.9M
Total Revenue
📊
$24.9M
Total Expenses
🏦
$9.3M
Net Assets
📋
$3.7M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+2.3%
Year-over-year change (2022 → 2023)
Net Margin
+7.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.37
Net assets divided by total expenses
Liabilities-to-Assets
28.5%
Total liabilities as % of total assets

Filing History

4 filings on record
YearRevenueExpensesAssets
2023$26,890,3542%$24,925,9184%$12,978,8309%
2022$26,277,7413%$26,008,9981%$11,882,0714%
2021$25,528,015392%$26,326,0151745657%$11,466,17156%
2020$5,185,773$1,508$7,335,854

Frequently Asked Questions

What does Southeastern Indiana School Insurance Trust do?

Southeastern Indiana School Insurance Trust is a mutual & membership benefit nonprofit organization based in Indiana. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Southeastern Indiana School Insurance Trust financially healthy?

Based on our 9-metric Financial Health Score model, Southeastern Indiana School Insurance Trust has a score of 58/100 (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 Southeastern Indiana School Insurance Trust generate?

Southeastern Indiana School Insurance Trust reports $28.5M in annual revenue and holds $11.3M in total assets, based on IRS filings.

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