Quick charity verification for Health & Benefits Trusr Fund Iuoe (EIN: 136674743)
Verdict: Health & Benefits Trusr Fund Iuoe appears trustworthy
85/100Mission Score
$547.1MRevenue
$637.3MAssets
1Red Flags
5Strengths
Red Flags
NTEE Code is unknown, making it difficult to assess programmatic alignment and impact without further information.
Strengths
Consistent revenue growth, from $143,024,757 in 2014 to $210,030,138 in 2023.
Significant and growing asset base, reaching $569,780,531 in 2023, indicating strong financial health.
Zero reported officer compensation across all filings, demonstrating high transparency and commitment to mission.
Healthy financial surplus, with revenues consistently exceeding expenses (e.g., $210M revenue vs. $175M expenses in 2023).
Low liabilities relative to assets, indicating strong financial stability and low risk.
Spending Breakdown
How Health & Benefits Trusr Fund Iuoe allocates its funds across programs, administration, and fundraising.
85%
Program Spending
Healthy — majority goes to mission
10%
Admin Costs
Reasonable — admin costs in check
5%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Health & Benefits Trusr Fund Iuoe
Is Health & Benefits Trusr Fund Iuoe a legitimate charity?
Based on AI analysis of IRS 990 filings, Health & Benefits Trusr Fund Iuoe (EIN: 136674743) appears trustworthy. Mission Score: 85/100. 1 red flag identified, 5 strengths noted.
Is Health & Benefits Trusr Fund Iuoe a good charity to donate to?
Health & Benefits Trusr Fund Iuoe has a Mission Score of 85/100. Revenue: $547.1M. Assets: $637.3M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Health & Benefits Trusr Fund Iuoe?
The Employer Identification Number (EIN) for Health & Benefits Trusr Fund Iuoe is 136674743. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Health & Benefits Trusr Fund Iuoe spend its money?
Health & Benefits Trusr Fund Iuoe allocates 85% to programs, 10% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Health & Benefits Trusr Fund Iuoe's tax-exempt status?
You can verify Health & Benefits Trusr Fund Iuoe's tax-exempt status using EIN 136674743 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
Health & Benefits Trust Fund IUOE demonstrates robust financial health, consistently reporting substantial revenues and assets over the past decade. In 2023, the organization reported revenues of $210,030,138 against expenses of $175,507,640, indicating a healthy surplus. Its asset base has grown significantly, reaching $569,780,531 in 2023, reflecting strong financial management and accumulation of resources. The organization's liabilities remain a small fraction of its assets, suggesting a low financial risk profile.
Spending efficiency appears strong, with expenses consistently lower than revenues across all reported periods. While a detailed breakdown of program, administrative, and fundraising expenses is not provided in the summary data, the overall financial picture suggests effective resource utilization. The consistent growth in assets alongside increasing revenues indicates a well-managed and financially stable entity.
Transparency regarding executive compensation is high, as the organization consistently reports 0% officer compensation across all available filings. This indicates that the trust fund's leadership is not directly compensated through the organization's funds, which is a significant positive for transparency and public trust. However, without a detailed NTEE code, the specific programmatic focus and impact remain less clear, which could be an area for enhanced transparency.