Miles & Stockbridge Health & Welfare Benefits Tr

Miles & Stockbridge Health & Welfare Benefits Tr maintains consistent operations with zero reported liabilities and no officer compensation.

EIN: 203987272 · Baltimore, MD · NTEE: Y44 · Updated: 2026-03-28

$4.2MRevenue

$657KAssets

90/100Mission Score (Excellent)

Y44

About Miles & Stockbridge Health & Welfare Benefits Tr

Miles & Stockbridge Health & Welfare Benefits Tr (EIN: 203987272) is a nonprofit organization based in Baltimore, MD, classified under NTEE code Y44. The organization reported total revenue of $4.2M and total assets of $657K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Miles & Stockbridge Health & Welfare Benefits Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

Miles & Stockbridge Health & Welfare Benefits Tr appears to be a financially stable organization, consistently managing its expenses close to its revenue. In the latest period (202012), the organization reported revenue of $4,193,372 against expenses of $4,074,265, indicating a slight surplus. Over the past decade, its revenue has generally increased, from $2,654,977 in 201112 to over $4 million in recent years, demonstrating sustained operational capacity. The organization consistently reports zero liabilities, which is a strong indicator of financial health and low risk.

The NTEE code Y44 suggests it's a 'Health & Welfare Benefits' organization, implying its primary function is to manage benefits. Given this context, the absence of officer compensation across all reported periods is a significant positive for transparency and efficiency, as it suggests that administrative costs related to executive salaries are non-existent or handled through other means not reported as officer compensation. This structure likely contributes to a higher proportion of funds being directed towards its stated purpose, although a detailed breakdown of program vs. administrative spending is not explicitly provided in the raw data.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Miles & Stockbridge Health & Welfare Benefits Tr with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

admin: 10%
programs: 90%
fundraising: 0%

According to IRS 990 filings, Miles & Stockbridge Health & Welfare Benefits Tr allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all ten filing periods, indicating that no salaries are paid to officers, which is highly unusual for an organization of its size and revenue, suggesting either volunteer leadership or compensation is handled through a related entity.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Miles & Stockbridge Health & Welfare Benefits Tr's IRS 990 filings:

Lack of detailed program vs. administrative expense breakdown in provided data
Unusual absence of reported officer compensation for an organization of this size, potentially indicating compensation through a related entity or other means not transparently disclosed on the 990.

Strengths

The following positive indicators were identified for Miles & Stockbridge Health & Welfare Benefits Tr:

Consistent financial stability with expenses closely matching revenue (e.g., 202012: Revenue $4,193,372, Expenses $4,074,265)
Zero reported liabilities across all filing periods, indicating strong financial health and low debt.
No reported officer compensation, suggesting high efficiency in executive overhead or volunteer leadership.
Sustained operational capacity with revenue consistently above $3 million for the past decade.

Frequently Asked Questions about Miles & Stockbridge Health & Welfare Benefits Tr

How does Miles & Stockbridge Health & Welfare Benefits Tr manage its administrative functions without reported officer compensation?

The consistent reporting of 0% officer compensation suggests that executive leadership may be volunteer-based, or compensation is provided by a related entity, or through a different classification not captured under 'Officer Comp' on the 990.

What specific health and welfare benefits does this trust provide?

The NTEE code Y44 indicates 'Health & Welfare Benefits', but the provided financial data does not detail the specific types of benefits or programs offered by the trust.

Is the organization's revenue growth sustainable?

The organization has shown consistent revenue generation, fluctuating between approximately $3 million and $5 million over the past decade, suggesting a stable, albeit not rapidly growing, financial base.

Filing History

IRS 990 filing history for Miles & Stockbridge Health & Welfare Benefits Tr showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2020), Miles & Stockbridge Health & Welfare Benefits Tr's revenue has grown by 57.9%, moving from $2.7M to $4.2M. Total assets decreased by 11.9% over the same period, from $746K to $657K. Total functional expenses rose by 31.4%, from $3.1M to $4.1M. In its most recent filing year (2020), Miles & Stockbridge Health & Welfare Benefits Tr reported a surplus of $119K, with revenue exceeding expenses.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2020	$4.2M	$4.1M	$657K	$0	—	—
2019	$4.5M	$4.6M	$538K	$0	—	View 990
2018	$5.0M	$5.3M	$581K	$0	—	View 990
2017	$4.5M	$4.1M	$881K	$0	—	View 990
2016	$4.7M	$4.6M	$563K	$0	—	View 990
2015	$3.9M	$4.0M	$462K	$0	—	View 990
2014	$3.7M	$3.9M	$573K	$0	—	View 990
2013	$3.1M	$3.1M	$836K	$0	—	View 990
2012	$3.4M	$3.3M	$785K	$0	—	View 990
2011	$2.7M	$3.1M	$746K	$0	—	View 990

Year-by-Year Financial Summary

2020: Revenue of $4.2M, expenses of $4.1M, and assets of $657K (revenue -7.2% year-over-year).
2019: Revenue of $4.5M, expenses of $4.6M, and assets of $538K (revenue -9.3% year-over-year).
2018: Revenue of $5.0M, expenses of $5.3M, and assets of $581K (revenue +11.6% year-over-year).
2017: Revenue of $4.5M, expenses of $4.1M, and assets of $881K (revenue -4.9% year-over-year).
2016: Revenue of $4.7M, expenses of $4.6M, and assets of $563K (revenue +20.1% year-over-year).
2015: Revenue of $3.9M, expenses of $4.0M, and assets of $462K (revenue +7.1% year-over-year).
2014: Revenue of $3.7M, expenses of $3.9M, and assets of $573K (revenue +16.5% year-over-year).
2013: Revenue of $3.1M, expenses of $3.1M, and assets of $836K (revenue -6.8% year-over-year).
2012: Revenue of $3.4M, expenses of $3.3M, and assets of $785K (revenue +26.7% year-over-year).
2011: Revenue of $2.7M, expenses of $3.1M, and assets of $746K.

Data Sources and Methodology

This transparency report for Miles & Stockbridge Health & Welfare Benefits Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.