Public Charity

INPO MEDICAL BENEFITS PLAN CHARLES SCHWAB TRUST BANK TRUSTEE

Based in PHOENIX, AZ, INPO MEDICAL BENEFITS PLAN CHARLES SCHWAB TRUST BANK TRUSTEE operates as a Public Charity. The organization reported $3.6M in revenue, $6.6M in expenses, $40.2M in total assets for fiscal year 2024.

EIN: 582069027 PHOENIX, AZ Latest filing: 2024
Total Revenue$3.6M
Total Expenses$6.6M
Total Assets$40.2M
Grant Records0
Filing Years2019–2024

Mission

INPO MEDICAL BENEFITS PLAN PROVIDES CERTAIN BENEFITS TO ELIGIBLE RETIREES AND ACTIVE EMPLOYEES OF THE INSTITUTE OF NUCLEAR POWER OPERATIONS AND THEIR SPOUSES AND ELIGIBLE DEPENDENTS, AS APPLICABLE.

Financial Trends

Year Revenue Expenses Assets
2024 $3.6M $6.6M $40.2M
2023 $2.3M $4.6M $43.9M
2022 $4.6M $1.6M $42.5M
2020 $2.5M $1.7M $50.2M
2019 $2.4M $1.8M $46.7M

Between 2019 and 2024, reported annual revenue grew from $2.4M to $3.6M (+50%), with total assets most recently reported at $40.2M.

Interactive year-over-year charts and full filing details available with membership.

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