Y — Mutual & 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$2,460,633↓12%$2,568,799↑16%$5,067,481↑2%
2022$2,803,185↑21%$2,220,310↓1%$4,954,698↓9%
2021$2,310,514↓3%$2,233,026↑3%$5,471,216↑18%
2020$2,380,134↑4%$2,170,615↓1%$4,648,473↑6%
2019$2,292,141↑4%$2,201,848↓2%$4,371,583↓1%
2018$2,208,628↓2%$2,246,157↑10%$4,408,315↓3%
2017$2,263,562↑31%$2,044,803↑13%$4,528,904↑15%
2016$1,727,398↓19%$1,811,462↓2%$3,935,742↓2%
2015$2,132,315↑28%$1,840,157↑18%$4,027,375
2014$1,665,745↓1%$1,560,297↑4%$4,010,527↑9%
2013$1,689,617↓3%$1,503,970↓3%$3,664,532↑7%
2012$1,737,585↑35%$1,547,104↑3%$3,430,032↑11%
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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Uaw Umass Health & Welfare Tr Fund — Amherst, MA | GiveScope