Z — UnclassifiedEIN: 416024791

Carpenters & Joiners Welfare Fund

Bloomington, Minnesota

B+Health Score
73B+

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 664 peers in Unclassified with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.40×
Peer Median0.87×
💰
$256.9M
Total Revenue
📊
$234.0M
Total Expenses
🏦
$326.8M
Net Assets
📋
$14.9M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-1.9%
Year-over-year change (2022 → 2023)
Net Margin
+8.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.40
Net assets divided by total expenses
Liabilities-to-Assets
4.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$256,942,032↓2%$234,047,339↑4%$341,734,795↑12%
2022$261,890,084↑15%$225,512,340↑5%$304,862,000↓3%
2021$228,602,525↑6%$214,327,235↓4%$314,491,427↑9%
2020$215,050,740↓24%$222,605,214↓1%$288,314,878↑1%
2019$281,339,396↑47%$224,714,864↑47%$285,248,297↑41%
2018$191,579,057↑31%$153,309,238↑8%$202,160,177↑1%
2017$146,161,313↑9%$141,958,290↑5%$200,285,491↑7%
2016$134,373,144↑2%$135,843,084↑11%$186,708,716↑1%
2015$132,053,092↑16%$122,674,130↑16%$184,151,527↓1%
2014$113,981,823↑9%$105,373,623↑11%$185,347,765↑11%
2013$104,600,680↑21%$95,222,429↑14%$167,127,988↑12%
2012$86,486,684↓10%$83,880,824↑20%$149,196,123↑7%
2011$95,897,951$69,656,728$140,068,672

Frequently Asked Questions

What does Carpenters & Joiners Welfare Fund do?▼

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

Is Carpenters & Joiners Welfare Fund financially healthy?▼

Based on our 9-metric Financial Health Score model, Carpenters & Joiners Welfare Fund has a score of 73/100 (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 Carpenters & Joiners Welfare Fund generate?▼

Carpenters & Joiners Welfare Fund reports $261.9M in annual revenue and holds $349.6M in total assets, based on IRS filings.

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