YMutual & Membership BenefitEIN: 010749311· Ruling Year: 2004

Ufcw Unions & Partcipating Employers Health And Welfare Fund

Mount Laurel, New Jersey

BHealth Score
56B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.79×
Peer Median10.70×
💰
$46.5M
Total Revenue
📊
$47.2M
Total Expenses
🏦
$37.4M
Net Assets
📋
$9.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+1.8%
Year-over-year change (2022 → 2023)
Net Margin
-1.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.79
Net assets divided by total expenses
Liabilities-to-Assets
20.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$46,518,7822%$47,221,80215%$46,733,9892%
2022$45,702,0343%$41,176,7148%$45,983,1314%
2021$47,301,1043%$44,547,2688%$44,246,02811%
2020$48,594,820$41,277,5065%$39,971,67322%
2019$48,497,7541%$43,575,2712%$32,741,38413%
2018$48,250,7461%$44,302,8182%$28,940,20822%
2017$48,815,7911%$45,403,669$23,644,32713%
2016$49,190,1452%$45,538,5087%$20,921,46042%
2015$48,201,0416%$42,681,3126%$14,783,38045%
2014$45,606,60010%$45,209,8865%$10,181,53018%
2013$41,625,86810%$42,969,8562%$8,654,07534%
2012$37,873,4866%$42,125,06521%$13,030,7688%
2011$35,650,399$34,695,418$14,165,673

Frequently Asked Questions

What does Ufcw Unions & Partcipating Employers Health And Welfare Fund do?

Ufcw Unions & Partcipating Employers Health And Welfare Fund is a mutual & membership benefit nonprofit organization based in New Jersey. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ufcw Unions & Partcipating Employers Health And Welfare Fund financially healthy?

Based on our 9-metric Financial Health Score model, Ufcw Unions & Partcipating Employers Health And Welfare Fund has a score of 56/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Ufcw Unions & Partcipating Employers Health And Welfare Fund generate?

Ufcw Unions & Partcipating Employers Health And Welfare Fund reports $49.0M in annual revenue and holds $52.7M in total assets, based on IRS filings.

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