Y — Mutual & Membership BenefitEIN: 386847980· Ruling Year: 2010

Afl-cio Health & Welfare Tr

Washington, District of Columbia

BHealth Score
64B

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 Org0.66×
Peer Median10.70×
💰
$41.9M
Total Revenue
📊
$39.4M
Total Expenses
🏦
$25.9M
Net Assets
📋
$1.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5.4%
Year-over-year change (2021 → 2022)
Net Margin
+5.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.66
Net assets divided by total expenses
Liabilities-to-Assets
4.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2022$41,869,026↑5%$39,405,547↓2%$27,017,350↓1%
2021$39,741,283↑2%$40,145,982↑10%$27,244,450↑3%
2020$38,969,835↑5%$36,374,840↓4%$26,473,145↑10%
2019$37,173,736$37,950,889↑5%$24,048,360↑6%
2018$37,285,286↓13%$36,036,415↓3%$22,627,021↑3%
2017$42,734,403↑26%$37,180,557↑18%$21,994,678↑36%
2016$33,807,631↑2%$31,622,899↓10%$16,197,082↑16%
2015$33,081,782↑8%$34,951,365↑19%$13,989,029↓12%
2014$30,626,964↑4%$29,360,961↑5%$15,848,105↑12%
2013$29,579,771↓2%$28,023,847↑5%$14,097,639↑13%
2012$30,288,865↓4%$26,676,412↓18%$12,451,693↑42%
2011$31,537,419↑8%$32,348,610↑36%$8,748,519↓10%
2010$29,199,934$23,803,491$9,695,626

Frequently Asked Questions

What does Afl-cio Health & Welfare Tr do?▼

Afl-cio Health & Welfare Tr 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 Afl-cio Health & Welfare Tr financially healthy?▼

Based on our 9-metric Financial Health Score model, Afl-cio Health & Welfare Tr has a score of 64/100 (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 Afl-cio Health & Welfare Tr generate?▼

Afl-cio Health & Welfare Tr reports $48.5M in annual revenue and holds $29.5M in total assets, based on IRS filings.

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