YMutual & Membership BenefitEIN: 874429560· Ruling Year: 2024

Constellation Peco Life Insurance Trust

Kennett Square, Pennsylvania

B+Health Score
66B+

Financial Health Score

Provisional

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

Working Capital Ratio (net assets ÷ expenses)

This Org41.17×
Peer Median29.60×
💰
$1.5M
Total Revenue
📊
$993K
Total Expenses
🏦
$40.9M
Net Assets
📋
$6K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+294.2%
Year-over-year change (2022 → 2023)
Net Margin
+33.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
41.17
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

2 filings on record
YearRevenueExpensesAssets
2023$1,497,426294%$993,0053%$40,885,8518%
2022$379,870$1,026,224$37,965,844

Frequently Asked Questions

What does Constellation Peco Life Insurance Trust do?

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

Is Constellation Peco Life Insurance Trust financially healthy?

Based on our 9-metric Financial Health Score model, Constellation Peco Life Insurance Trust has a score of 66/100 (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 Constellation Peco Life Insurance Trust generate?

Constellation Peco Life Insurance Trust reports $1.2M in annual revenue and holds $42.5M in total assets, based on IRS filings.

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