YMutual & Membership BenefitEIN: 043538613· Ruling Year: 2002

Uaw Umass Health & Welfare Tr Fund

Amherst, Massachusetts

A-Health Score
75A-

Financial Health Score

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

Very Good

How This Organization Compares

Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.73×
Peer Median29.60×
💰
$2.5M
Total Revenue
📊
$2.6M
Total Expenses
🏦
$4.4M
Net Assets
📋
$618K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-12.2%
Year-over-year change (2022 → 2023)
Net Margin
-4.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.73
Net assets divided by total expenses
Liabilities-to-Assets
12.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$2,460,63312%$2,568,79916%$5,067,4812%
2022$2,803,18521%$2,220,3101%$4,954,6989%
2021$2,310,5143%$2,233,0263%$5,471,21618%
2020$2,380,1344%$2,170,6151%$4,648,4736%
2019$2,292,1414%$2,201,8482%$4,371,5831%
2018$2,208,6282%$2,246,15710%$4,408,3153%
2017$2,263,56231%$2,044,80313%$4,528,90415%
2016$1,727,39819%$1,811,4622%$3,935,7422%
2015$2,132,31528%$1,840,15718%$4,027,375
2014$1,665,7451%$1,560,2974%$4,010,5279%
2013$1,689,6173%$1,503,9703%$3,664,5327%
2012$1,737,58535%$1,547,1043%$3,430,03211%
2011$1,288,180$1,503,142$3,101,945

Frequently Asked Questions

What does Uaw Umass Health & Welfare Tr Fund do?

Uaw Umass Health & Welfare Tr Fund is a mutual & membership benefit nonprofit organization based in Massachusetts. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Uaw Umass Health & Welfare Tr Fund financially healthy?

Based on our 9-metric Financial Health Score model, Uaw Umass Health & Welfare Tr Fund has a score of 75/100 (Grade: A-). 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 Uaw Umass Health & Welfare Tr Fund generate?

Uaw Umass Health & Welfare Tr Fund reports $2.7M in annual revenue and holds $6.0M in total assets, based on IRS filings.

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