R L Fortney Management Inc Health Benefits Trust
Only null% goes to programs
R L Fortney Management Inc Health Benefits Trust is a 501(c)(9) organization based in North Olmsted, Ohio, registered in 2008, with $1,717,409 in FY2023 revenue. CharityIndex grades it C.
31269 Bradley Rd, North Olmsted, OH, 44070 EIN 20-7198006 Since 2008
Revenue (FY2023)
$1.7M
▲ 56.5% vs prior year
Membership median: $185K
Expenses (FY2023)
$1.6M
Net assets
$142K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for R L Fortney Management Inc Health Benefits Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating1 mo reserves · +5% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For R L Fortney Management Inc Health Benefits Trust: 1 mo reserves · +5% margin earns a C+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for R L Fortney Management Inc Health Benefits Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For R L Fortney Management Inc Health Benefits Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 31269 Bradley Rd, North Olmsted, OH, 44070
- City
- North Olmsted
- State
- Ohio
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
Financial trends
Revenue grew from $1.5M (FY2013) to $1.7M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $142K
Operating margin
4.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$142K
Total liabilities
$0
Net assets
$142K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $1,717,409▲56.5% | $1,634,481▲33.1% | $142,073▲140% | $142,073▲140% | 990 |
| 2022 | $1,097,411▼31.6% | $1,228,249▼15.5% | $59,145▼68.9% | $59,145▼68.9% | 990 |
| 2021 | $1,603,370▼14.9% | $1,452,727▼25.9% | $189,983▲383% | $189,983▲383% | 990 |
| 2020 | $1,884,197▼7.6% | $1,960,950▲1.1% | $39,340▼66.1% | $39,340▼66.1% | 990 |
| 2019 | $2,039,585▼41.2% | $1,940,039▼50.9% | $116,093▲602% | $116,093▲602% | 990 |
| 2018 | $3,468,081▲25.8% | $3,951,281▲69.1% | $16,547▼96.7% | $16,547▼96.7% | 990 |
| 2017 | $2,757,350▲80.5% | $2,336,499▲60.7% | $499,747▲533% | $499,747▲533% | 990 |
| 2016 | $1,527,832▲4.3% | $1,454,400▼2.7% | $78,896▲1344% | $78,896▲1344% | 990 |
| 2015 | $1,465,152▲15.5% | $1,494,305▲17.7% | $5,464▼84.2% | $5,464▼84.2% | 990 |
| 2014 | $1,268,671▼14.9% | $1,269,316▼13.6% | $34,617▼1.8% | $34,617▼1.8% | 990 |
| 2013 | $1,490,214 | $1,468,932▲43.1% | $35,262▲152% | $35,262▲152% | 990 |
| 2012 | — | $1,026,735▲40.6% | $13,980▼56.6% | $13,980▼56.6% | 990 |
| 2011 | — | $730,184▼29.3% | $32,241▲71.5% | $32,241▲71.5% | 990 |
| 2010 | — | $1,033,162▲3.1% | $18,797▼25.0% | $18,797▼25.0% | 990 |
| 2009 | — | $1,002,021 | $25,052 | $25,052 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Compare R L Fortney Management Inc Health Benefits Trust
Frequently asked questions
- Is R L Fortney Management Inc Health Benefits Trust a legitimate nonprofit?
- Yes. R L Fortney Management Inc Health Benefits Trust is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 20-7198006, based in North Olmsted, Ohio.
- What is R L Fortney Management Inc Health Benefits Trust's EIN?
- R L Fortney Management Inc Health Benefits Trust's Employer Identification Number (EIN) is 20-7198006.
- How much revenue does R L Fortney Management Inc Health Benefits Trust report?
- R L Fortney Management Inc Health Benefits Trust reported $1,717,409 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does R L Fortney Management Inc Health Benefits Trust have?
- CharityIndex grades R L Fortney Management Inc Health Benefits Trust C, based on financial health (reserves and operating margin).
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Data for R L Fortney Management Inc Health Benefits Trust (EIN 20-7198006) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.