R L Fortney Management Inc Health Benefits Trust
Health Benefits Trust shows fluctuating financials with consistent zero officer compensation.
EIN: 207198006 · North Olmsted, OH · NTEE: Y43 · Updated: 2026-03-28
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R L Fortney Management Inc Health Benefits Trust is mapped to EIN 207198006.
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13 stored filing years available.
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| Metric | Value |
|---|---|
| Total Revenue | $1.7M |
| Total Expenses | $1.2M |
| Program Spending | 100% |
| CEO/Top Officer Pay | $1 |
| Net Assets | $59K |
| Transparency Score | 85/100 |
Search Intent Cockpit
R L Fortney Management Inc Health Benefits Trust Form 990, Revenue, CEO Pay, and IRS Filing Signals
R L Fortney Management Inc Health Benefits Trust is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around R L Fortney Management Inc Health Benefits Trust in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $1.1M and expenses of $1.2M.
Revenue and Expenses
R L Fortney Management Inc Health Benefits Trust reported $1.1M in revenue and $1.2M in expenses, a deficit of $131K.
Executive Compensation
Top officer compensation appears as $1 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
85/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.
Is R L Fortney Management Inc Health Benefits Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
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Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $1.2M (100%) |
Across stored filings, R L Fortney Management Inc Health Benefits Trust shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 1 red flag identified |
| Mission spend | 100% to programs | Excellent |
| Financial durability | Grade C | 13 stored filing years |
| Peer context | Compare with Alliance Of Independent Academic Medical Centers | Ohio and Category Y context |
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R L Fortney Management Inc Health Benefits Trust directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About R L Fortney Management Inc Health Benefits Trust
R L Fortney Management Inc Health Benefits Trust (EIN: 207198006) is a nonprofit organization based in North Olmsted, OH, classified under NTEE code Y43. The organization reported total revenue of $1.7M and total assets of $142K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of R L Fortney Management Inc Health Benefits Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
R L Fortney Management Inc Health Benefits Trust is a mid-size nonprofit that has been operating for 18 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.1M |
| Total Expenses | $1.2M |
| Surplus / Deficit | $-130,838 |
| Total Assets | $59K |
| Net Assets | $59K |
| Operating Margin | -11.9% |
| Months of Reserves | 0.6 months |
Financial Health Grade: C
In 2023, R L Fortney Management Inc Health Benefits Trust reported a deficit of $131K with expenses exceeding revenue, holds 0.6 months of operating reserves (limited).
Financial Trends
Over 13 years of filings (2011–2023), R L Fortney Management Inc Health Benefits Trust's revenue has grown at a compound annual growth rate (CAGR) of 0.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -31.6% | -15.5% | -68.9% |
| 2022 | -14.9% | -25.9% | +382.9% |
| 2021 | -7.6% | +1.1% | -66.1% |
| 2020 | -41.2% | -50.9% | +601.6% |
| 2019 | +25.8% | +69.1% | -96.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2008 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates R L Fortney Management Inc Health Benefits Trust with a Mission Score of 85 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: 0%
- programs: 100%
- fundraising: 0%
According to IRS 990 filings, R L Fortney Management Inc Health Benefits Trust allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $131K, with expenses exceeding revenue.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive compensation from the organization, which is highly unusual for an organization with annual revenues exceeding $1 million.
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 R L Fortney Management Inc Health Benefits Trust's IRS 990 filings:
- Frequent years with expenses exceeding revenue (e.g., 202310, 202110, 201910), which could indicate reliance on prior reserves or external funding if not typical for its trust structure.
Strengths
The following positive indicators were identified for R L Fortney Management Inc Health Benefits Trust:
- Consistent zero officer compensation across all filings, indicating no executive pay from the organization.
- Consistent reporting of zero liabilities, suggesting strong financial management and no outstanding debts.
- High potential program spending ratio, likely near 100% given the nature of a benefits trust and zero officer compensation.
- Clear financial reporting with 13 years of filing history available.
Frequently Asked Questions about R L Fortney Management Inc Health Benefits Trust
Is R L Fortney Management Inc Health Benefits Trust a legitimate charity?
R L Fortney Management Inc Health Benefits Trust (EIN: 207198006) is a registered tax-exempt nonprofit based in Ohio. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $1.7M. 1 red flag identified. 4 strengths noted. Financial health grade: C.
How does R L Fortney Management Inc Health Benefits Trust spend its money?
R L Fortney Management Inc Health Benefits Trust directs 100% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to R L Fortney Management Inc Health Benefits Trust tax-deductible?
R L Fortney Management Inc Health Benefits Trust is registered as a tax-exempt nonprofit (EIN: 207198006). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the R L Fortney Management Inc Health Benefits Trust CEO make?
R L Fortney Management Inc Health Benefits Trust's highest-compensated officer earns $1 annually. The organization reported $1.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does R L Fortney Management Inc Health Benefits Trust compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), R L Fortney Management Inc Health Benefits Trust is above average for NTEE category Y43 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is R L Fortney Management Inc Health Benefits Trust located?
R L Fortney Management Inc Health Benefits Trust is headquartered in North Olmsted, Ohio and files with the IRS under EIN 207198006. It is classified under NTEE code Y43.
How many years of IRS 990 filings does R L Fortney Management Inc Health Benefits Trust have?
R L Fortney Management Inc Health Benefits Trust has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.7M in total revenue.
Is R L Fortney Management Inc Health Benefits Trust a good charity?
As a health benefits trust (NTEE Y43), it operates differently from a traditional charity. Its 'goodness' should be assessed based on its effectiveness in providing health benefits to its beneficiaries, rather than typical charitable impact metrics. The consistent zero officer compensation and zero liabilities are positive indicators of financial stewardship.
Why does the organization have fluctuating revenues and expenses?
Fluctuations in revenue and expenses are common for health benefits trusts, as they depend on member contributions and the volume/cost of claims paid out in any given year. For example, in 201910, expenses were $3,951,281 while revenue was $3,468,081, indicating a year with higher payouts.
What is the significance of zero officer compensation?
Zero officer compensation across all filings (e.g., 0% in 202310, 202210, etc.) suggests that the organization is either managed by volunteers, or its administrative functions are handled by an external entity, or the officers are compensated through other means not reported on the 990 as direct compensation from this specific entity. This indicates a very lean overhead structure regarding executive pay.
Are the assets sufficient for its operations?
With latest assets at $142,073 against latest revenue of $1,717,409, the organization does not appear to be accumulating significant reserves. This is typical for a benefits trust that primarily disburses funds. The consistent reporting of zero liabilities across all periods is a strong positive indicator of financial stability in this regard.
How does its spending efficiency compare to other nonprofits?
Given its nature as a health benefits trust and the consistent reporting of 0% officer compensation, it appears to be highly efficient in terms of administrative overhead related to executive pay. Assuming all other expenses are directly related to benefit payouts, its program spending would be exceptionally high, effectively 100% of expenses, which is outstanding for a nonprofit.
Filing History
IRS 990 filing history for R L Fortney Management Inc Health Benefits Trust showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), R L Fortney Management Inc Health Benefits Trust's revenue has grown by 6.9%, moving from $1.0M to $1.1M. Total assets increased by 214.7% over the same period, from $19K to $59K. Total functional expenses rose by 18.9%, from $1.0M to $1.2M. In its most recent filing year (2023), R L Fortney Management Inc Health Benefits Trust reported a deficit of $131K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.1M | $1.2M | $59K | $0 | — | View 990 |
| 2022 | $1.6M | $1.5M | $190K | $0 | — | — |
| 2021 | $1.9M | $2.0M | $39K | $0 | — | View 990 |
| 2020 | $2.0M | $1.9M | $116K | $0 | — | — |
| 2019 | $3.5M | $4.0M | $17K | $0 | — | — |
| 2018 | $2.8M | $2.3M | $500K | $0 | — | View 990 |
| 2017 | $1.5M | $1.5M | $79K | $0 | — | View 990 |
| 2016 | $1.5M | $1.5M | $5K | $0 | — | View 990 |
| 2015 | $1.3M | $1.3M | $35K | $0 | — | View 990 |
| 2014 | $1.5M | $1.5M | $35K | $0 | — | View 990 |
| 2013 | $1.0M | $1.0M | $14K | $0 | — | View 990 |
| 2012 | $744K | $730K | $32K | $0 | — | View 990 |
| 2011 | $1.0M | $1.0M | $19K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.1M, expenses of $1.2M, and assets of $59K (revenue -31.6% year-over-year).
- 2022: Revenue of $1.6M, expenses of $1.5M, and assets of $190K (revenue -14.9% year-over-year).
- 2021: Revenue of $1.9M, expenses of $2.0M, and assets of $39K (revenue -7.6% year-over-year).
- 2020: Revenue of $2.0M, expenses of $1.9M, and assets of $116K (revenue -41.2% year-over-year).
- 2019: Revenue of $3.5M, expenses of $4.0M, and assets of $17K (revenue +25.8% year-over-year).
- 2018: Revenue of $2.8M, expenses of $2.3M, and assets of $500K (revenue +80.5% year-over-year).
- 2017: Revenue of $1.5M, expenses of $1.5M, and assets of $79K (revenue +4.3% year-over-year).
- 2016: Revenue of $1.5M, expenses of $1.5M, and assets of $5K (revenue +15.5% year-over-year).
- 2015: Revenue of $1.3M, expenses of $1.3M, and assets of $35K (revenue -14.9% year-over-year).
- 2014: Revenue of $1.5M, expenses of $1.5M, and assets of $35K (revenue +47.8% year-over-year).
- 2013: Revenue of $1.0M, expenses of $1.0M, and assets of $14K (revenue +35.6% year-over-year).
- 2012: Revenue of $744K, expenses of $730K, and assets of $32K (revenue -27.6% year-over-year).
- 2011: Revenue of $1.0M, expenses of $1.0M, and assets of $19K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for R L Fortney Management Inc Health Benefits Trust:
Data Sources and Methodology
This transparency report for R L Fortney Management Inc Health Benefits Trust 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.