ZUnclassifiedEIN: 042219623· Ruling Year: 1959

Health & Welfare Fund

Worcester, Massachusetts

B+Health Score
72B+

Financial Health Score

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

Good

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org2.46×
Peer Median5.86×
💰
$38.4M
Total Revenue
📊
$32.9M
Total Expenses
🏦
$80.8M
Net Assets
📋
$9.7M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-7.9%
Year-over-year change (2022 → 2023)
Net Margin
+14.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.46
Net assets divided by total expenses
Liabilities-to-Assets
10.7%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$38,388,0348%$32,907,7556%$90,580,90810%
2022$41,678,2872%$35,039,137$82,271,3692%
2021$40,689,0927%$34,942,89922%$84,073,0397%
2020$37,880,5357%$28,673,3309%$78,211,51822%
2019$35,426,4463%$31,372,4447%$64,169,04917%
2018$34,381,1107%$29,248,1234%$54,902,5543%
2017$32,130,9962%$28,142,5276%$53,239,76513%
2016$31,519,4446%$26,611,400$47,115,93818%
2015$29,816,9592%$26,522,7512%$39,928,9137%
2014$29,228,7508%$26,970,4209%$37,466,5939%
2013$27,000,8665%$24,761,7293%$34,517,6494%
2012$25,626,9333%$25,499,0016%$33,244,9961%
2011$24,843,719$24,149,384$33,601,233

Frequently Asked Questions

What does Health & Welfare Fund do?

Health & Welfare Fund is a unclassified nonprofit organization based in Massachusetts. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Health & Welfare Fund financially healthy?

Based on our 9-metric Financial Health Score model, Health & Welfare Fund has a score of 72/100 (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 Health & Welfare Fund generate?

Health & Welfare Fund reports $38.7M in annual revenue and holds $99.3M in total assets, based on IRS filings.

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