Retirement Benefit Plan Trust For Employees Of University Medical
EIN: 806097315 · Charleston, SC · NTEE: Y43
| Metric | Value |
|---|---|
| Total Revenue | $3.0M |
| Total Expenses | $839K |
| Net Assets | $4.0M |
Is Retirement Benefit Plan Trust For Employees Of University Medical Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Retirement Benefit Plan Trust For Employees Of University Medical
Retirement Benefit Plan Trust For Employees Of University Medical (EIN: 806097315) is a nonprofit organization based in Charleston, SC, classified under NTEE code Y43. The organization reported total revenue of $3.0M and total assets of $4.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Retirement Benefit Plan Trust For Employees Of University Medical's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Retirement Benefit Plan Trust For Employees Of University Medical is a mid-size nonprofit that has been operating for 16 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 1.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $916K |
| Total Expenses | $839K |
| Surplus / Deficit | +$77K |
| Total Assets | $4.8M |
| Total Liabilities | $781K |
| Net Assets | $4.0M |
| Operating Margin | 8.4% |
| Debt-to-Asset Ratio | 16.2% |
| Months of Reserves | 68.9 months |
Financial Health Grade: A
In 2023, Retirement Benefit Plan Trust For Employees Of University Medical reported a surplus of $77K with revenue exceeding expenses, holds 68.9 months of operating reserves (strong position), has a debt-to-asset ratio of 16.2% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Retirement Benefit Plan Trust For Employees Of University Medical's revenue has grown at a compound annual growth rate (CAGR) of 1.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +30.3% | -27.6% | +23.1% |
| 2022 | -2.6% | +37.6% | -28.5% |
| 2021 | +52.4% | +9.7% | +12.9% |
| 2020 | +6.3% | +19.1% | -5.8% |
| 2019 | -33.3% | +14.9% | -4.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2010 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Retirement Benefit Plan Trust For Employees Of University Medical has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Retirement Benefit Plan Trust For Employees Of University Medical with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $77K, with revenue exceeding expenses.
- Debt-to-asset ratio: 16.2%.
Frequently Asked Questions about Retirement Benefit Plan Trust For Employees Of University Medical
Is Retirement Benefit Plan Trust For Employees Of University Medical a legitimate charity?
Based on AI analysis of IRS 990 filings, Retirement Benefit Plan Trust For Employees Of University Medical (EIN: 806097315) insufficient data. 0 red flags identified, 0 strengths noted.
How does Retirement Benefit Plan Trust For Employees Of University Medical spend its money?
Detailed spending breakdown data is not yet available for Retirement Benefit Plan Trust For Employees Of University Medical. Check back for updated IRS 990 analysis.
Are donations to Retirement Benefit Plan Trust For Employees Of University Medical tax-deductible?
Retirement Benefit Plan Trust For Employees Of University Medical is registered as a tax-exempt nonprofit (EIN: 806097315). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Retirement Benefit Plan Trust For Employees Of University Medical located?
Retirement Benefit Plan Trust For Employees Of University Medical is headquartered in Charleston, South Carolina and files with the IRS under EIN 806097315. It is classified under NTEE code Y43.
How many years of IRS 990 filings does Retirement Benefit Plan Trust For Employees Of University Medical have?
Retirement Benefit Plan Trust For Employees Of University Medical 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 $3.0M in total revenue.
Filing History
IRS 990 filing history for Retirement Benefit Plan Trust For Employees Of University Medical showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Retirement Benefit Plan Trust For Employees Of University Medical's revenue has grown by 24.3%, moving from $737K to $916K. Total assets increased by 176.7% over the same period, from $1.7M to $4.8M. Total functional expenses rose by 389.5%, from $171K to $839K. In its most recent filing year (2023), Retirement Benefit Plan Trust For Employees Of University Medical reported a surplus of $77K, with revenue exceeding expenses. The organization holds $781K in liabilities against $4.8M in assets (debt-to-asset ratio: 16.2%), resulting in net assets of $4.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $916K | $839K | $4.8M | $781K | — | View 990 |
| 2022 | $703K | $1.2M | $3.9M | $210K | — | View 990 |
| 2021 | $722K | $841K | $5.5M | $112K | — | View 990 |
| 2020 | $474K | $767K | $4.8M | $165K | — | — |
| 2019 | $445K | $644K | $5.2M | $69K | — | View 990 |
| 2018 | $668K | $561K | $5.4M | $97K | — | View 990 |
| 2017 | $541K | $243K | $5.2M | $28K | — | — |
| 2016 | $957K | $370K | $4.5M | $37K | — | View 990 |
| 2015 | $942K | $324K | $4.1M | $26K | — | View 990 |
| 2014 | $675K | $203K | $3.5M | $18K | — | View 990 |
| 2013 | $843K | $170K | $2.7M | $25K | — | View 990 |
| 2012 | $687K | $268K | $2.1M | $31K | — | View 990 |
| 2011 | $737K | $171K | $1.7M | $20K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $916K, expenses of $839K, and assets of $4.8M (revenue +30.3% year-over-year).
- 2022: Revenue of $703K, expenses of $1.2M, and assets of $3.9M (revenue -2.6% year-over-year).
- 2021: Revenue of $722K, expenses of $841K, and assets of $5.5M (revenue +52.4% year-over-year).
- 2020: Revenue of $474K, expenses of $767K, and assets of $4.8M (revenue +6.3% year-over-year).
- 2019: Revenue of $445K, expenses of $644K, and assets of $5.2M (revenue -33.3% year-over-year).
- 2018: Revenue of $668K, expenses of $561K, and assets of $5.4M (revenue +23.4% year-over-year).
- 2017: Revenue of $541K, expenses of $243K, and assets of $5.2M (revenue -43.4% year-over-year).
- 2016: Revenue of $957K, expenses of $370K, and assets of $4.5M (revenue +1.6% year-over-year).
- 2015: Revenue of $942K, expenses of $324K, and assets of $4.1M (revenue +39.5% year-over-year).
- 2014: Revenue of $675K, expenses of $203K, and assets of $3.5M (revenue -19.9% year-over-year).
- 2013: Revenue of $843K, expenses of $170K, and assets of $2.7M (revenue +22.8% year-over-year).
- 2012: Revenue of $687K, expenses of $268K, and assets of $2.1M (revenue -6.8% year-over-year).
- 2011: Revenue of $737K, expenses of $171K, and assets of $1.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Retirement Benefit Plan Trust For Employees Of University Medical:
Data Sources and Methodology
This transparency report for Retirement Benefit Plan Trust For Employees Of University Medical 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.