ZUnclassifiedEIN: 936090239

School District 1 Health & Welfare Trust Fund

Tualatin, Oregon

B-Health Score
47B-

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 664 peers in Unclassified with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.15×
Peer Median0.87×
💰
$106.7M
Total Revenue
📊
$108.5M
Total Expenses
🏦
$16.3M
Net Assets
📋
$18.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+1.3%
Year-over-year change (2022 → 2023)
Net Margin
-1.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.15
Net assets divided by total expenses
Liabilities-to-Assets
53.6%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$106,682,2881%$108,476,1177%$35,024,3974%
2022$105,365,1883%$101,846,2551%$33,799,3146%
2021$102,437,30013%$100,464,72514%$35,939,4916%
2020$90,617,9832%$88,267,5073%$33,999,16117%
2019$89,243,4042%$90,873,0362%$29,141,0725%
2018$90,985,7587%$89,407,0116%$30,583,72730%
2017$85,146,697600%$84,664,293579%$43,395,9356%
2016$12,170,40284%$12,465,43584%$40,837,1977%
2016$77,995,6946%$79,403,9339%$38,322,44324%
2015$73,834,1711%$72,787,2893%$30,903,13224%
2014$72,878,7041%$70,467,7981%$24,869,83824%
2013$72,304,3503%$71,338,7523%$19,990,18021%
2012$70,305,0463%$69,288,1331%$16,569,94210%
2011$68,372,496$69,745,598$15,043,937

Frequently Asked Questions

What does School District 1 Health & Welfare Trust Fund do?

School District 1 Health & Welfare Trust Fund is a unclassified nonprofit organization based in Oregon. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is School District 1 Health & Welfare Trust Fund financially healthy?

Based on our 9-metric Financial Health Score model, School District 1 Health & Welfare Trust Fund has a score of 47/100 (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 School District 1 Health & Welfare Trust Fund generate?

School District 1 Health & Welfare Trust Fund reports $114.2M in annual revenue and holds $29.4M in total assets, based on IRS filings.

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