YMutual & Membership BenefitEIN: 822616834· Ruling Year: 2019

Ufcw Comprehensive Benefits Trust

Concord, California

BHealth Score
61B

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 Org0.40×
Peer Median10.70×
💰
$35.7M
Total Revenue
📊
$30.5M
Total Expenses
🏦
$12.3M
Net Assets
📋
$9.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+27.8%
Year-over-year change (2022 → 2023)
Net Margin
+14.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.40
Net assets divided by total expenses
Liabilities-to-Assets
44.3%
Total liabilities as % of total assets

Filing History

6 filings on record
YearRevenueExpensesAssets
2023$35,687,00428%$30,531,87917%$22,138,14350%
2022$27,918,4922%$26,031,93112%$14,765,78115%
2021$28,579,9841%$29,703,05815%$12,829,3848%
2020$28,936,412111%$25,832,22088%$11,878,34184%
2019$13,737,72812%$13,759,66312%$6,464,68616%
2018$15,556,830$12,256,837$5,560,088

Frequently Asked Questions

What does Ufcw Comprehensive Benefits Trust do?

Ufcw Comprehensive Benefits Trust is a mutual & membership benefit nonprofit organization based in California. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ufcw Comprehensive Benefits Trust financially healthy?

Based on our 9-metric Financial Health Score model, Ufcw Comprehensive Benefits Trust has a score of 61/100 (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 Ufcw Comprehensive Benefits Trust generate?

Ufcw Comprehensive Benefits Trust reports $32.3M in annual revenue and holds $19.9M in total assets, based on IRS filings.

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