YMutual & Membership BenefitEIN: 271401289· Ruling Year: 2011

Uaw St Joseph Retirees Health And Welfare Trust

Washington, District of Columbia

A-Health Score
80A-

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 Org25.97×
Peer Median29.60×
💰
$4.1M
Total Revenue
📊
$3.0M
Total Expenses
🏦
$78.9M
Net Assets
📋
$36K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+2171.4%
Year-over-year change (2022 → 2023)
Net Margin
+25.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
25.97
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$4,089,8462171%$3,038,7915%$78,949,1702%
2022$180,06095%$3,198,3741%$80,690,06415%
2021$3,891,1401%$3,158,0116%$95,333,0211%
2020$3,854,84831%$3,355,1928%$94,447,3117%
2019$5,610,98429%$3,649,101$87,944,08710%
2018$4,334,12916%$3,660,2455%$80,286,5177%
2017$3,721,07410%$3,482,1979%$86,653,7636%
2016$3,374,59023%$3,194,96128%$81,785,7134%
2015$4,359,23822%$2,498,13713%$78,814,1344%
2014$5,574,84833%$2,872,55922%$82,309,1486%
2013$4,186,91829%$2,347,1226%$77,991,1471%
2012$3,249,500108%$2,217,3749%$77,085,1895%
2011$1,559,16779%$2,426,119249%$73,462,7371%
2010$7,398,253$694,561$72,563,290

Frequently Asked Questions

What does Uaw St Joseph Retirees Health And Welfare Trust do?

Uaw St Joseph Retirees Health And Welfare Trust is a mutual & membership benefit nonprofit organization based in District of Columbia. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Uaw St Joseph Retirees Health And Welfare Trust financially healthy?

Based on our 9-metric Financial Health Score model, Uaw St Joseph Retirees Health And Welfare Trust has a score of 80/100 (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 St Joseph Retirees Health And Welfare Trust generate?

Uaw St Joseph Retirees Health And Welfare Trust reports $4.4M in annual revenue and holds $83.7M in total assets, based on IRS filings.

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Uaw St Joseph Retirees Health And Welfare Trust — Washington, DC | GiveScope