ZUnclassifiedEIN: 870496328· Ruling Year: 1992

Ibew Western Utilities Health And Welfare Trust Fund

Pleasanton, California

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 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.46×
Peer Median5.86×
💰
$39.5M
Total Revenue
📊
$31.1M
Total Expenses
🏦
$45.5M
Net Assets
📋
$7.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+3.0%
Year-over-year change (2022 → 2023)
Net Margin
+21.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.46
Net assets divided by total expenses
Liabilities-to-Assets
13.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$39,462,1383%$31,124,2323%$52,552,00325%
2022$38,319,2481%$32,065,1117%$42,115,4692%
2021$38,712,3732%$34,622,5421%$43,158,94125%
2020$39,396,7932%$34,952,0311%$34,621,73919%
2019$40,056,0242%$35,133,26915%$29,023,41726%
2018$41,050,6613%$41,540,85813%$23,111,7817%
2017$40,007,5715%$36,844,1705%$24,792,25133%
2016$38,228,9613%$35,148,59512%$18,635,53613%
2015$37,111,9965%$39,892,85117%$16,521,0993%
2014$35,497,1903%$34,162,7791%$17,042,40311%
2013$36,495,7852%$33,800,0762%$19,248,61225%
2012$35,623,2253%$34,514,3555%$15,392,12719%
2011$34,535,764$32,828,262$12,963,403

Frequently Asked Questions

What does Ibew Western Utilities Health And Welfare Trust Fund do?

Ibew Western Utilities Health And Welfare Trust Fund is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ibew Western Utilities Health And Welfare Trust Fund financially healthy?

Based on our 9-metric Financial Health Score model, Ibew Western Utilities Health And Welfare Trust Fund 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 Ibew Western Utilities Health And Welfare Trust Fund generate?

Ibew Western Utilities Health And Welfare Trust Fund reports $40.4M in annual revenue and holds $59.8M in total assets, based on IRS filings.

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Ibew Western Utilities Health And Welfare Trust Fund — Pleasanton, CA | GiveScope