Z — UnclassifiedEIN: 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$106,682,288↑1%$108,476,117↑7%$35,024,397↑4%
2022$105,365,188↑3%$101,846,255↑1%$33,799,314↓6%
2021$102,437,300↑13%$100,464,725↑14%$35,939,491↑6%
2020$90,617,983↑2%$88,267,507↓3%$33,999,161↑17%
2019$89,243,404↓2%$90,873,036↑2%$29,141,072↓5%
2018$90,985,758↑7%$89,407,011↑6%$30,583,727↓30%
2017$85,146,697↑600%$84,664,293↑579%$43,395,935↑6%
2016$12,170,402↓84%$12,465,435↓84%$40,837,197↑7%
2016$77,995,694↑6%$79,403,933↑9%$38,322,443↑24%
2015$73,834,171↑1%$72,787,289↑3%$30,903,132↑24%
2014$72,878,704↑1%$70,467,798↓1%$24,869,838↑24%
2013$72,304,350↑3%$71,338,752↑3%$19,990,180↑21%
2012$70,305,046↑3%$69,288,133↓1%$16,569,942↑10%
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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