ZUnclassifiedEIN: 943217575· Ruling Year: 1995

Labor Alliance Managed Trust Fund

Pleasanton, California

BHealth Score
64B

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.23×
Peer Median0.87×
💰
$210.4M
Total Revenue
📊
$199.2M
Total Expenses
🏦
$46.1M
Net Assets
📋
$18.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+15.8%
Year-over-year change (2022 → 2023)
Net Margin
+5.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.23
Net assets divided by total expenses
Liabilities-to-Assets
28.6%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$210,405,02716%$199,239,98414%$64,549,54626%
2022$181,714,49210%$175,459,8148%$51,349,52513%
2021$164,730,0832%$162,641,121$45,450,11313%
2020$167,871,654$163,057,358$40,129,12811%
2019$167,126,9291%$163,133,486$36,302,01012%
2018$166,152,68512%$163,822,44811%$32,474,9299%
2017$148,815,23814%$147,664,89315%$29,755,55213%
2016$129,975,62814%$128,371,18915%$26,291,82112%
2015$113,865,4356%$111,478,9095%$23,567,37216%
2014$107,559,3174%$105,823,4464%$20,325,64113%
2013$103,610,47519%$101,279,33017%$17,932,38114%
2012$86,849,511$86,408,606$15,772,814

Frequently Asked Questions

What does Labor Alliance Managed Trust Fund do?

Labor Alliance Managed 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 Labor Alliance Managed Trust Fund financially healthy?

Based on our 9-metric Financial Health Score model, Labor Alliance Managed Trust Fund has a score of 64/100 (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 Labor Alliance Managed Trust Fund generate?

Labor Alliance Managed Trust Fund reports $255.2M in annual revenue and holds $83.4M in total assets, based on IRS filings.

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