YMutual & Membership BenefitEIN: 200027580· Ruling Year: 2003

Utility Workers Union Of America National Health And Welfare Fund

Bloomington, Minnesota

A-Health Score
79A-

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 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org7.13×
Peer Median10.70×
💰
$39.4M
Total Revenue
📊
$24.0M
Total Expenses
🏦
$171.2M
Net Assets
📋
$52K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+14.5%
Year-over-year change (2022 → 2023)
Net Margin
+39.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
7.13
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$39,408,64014%$24,017,1222%$171,289,29914%
2022$34,426,4712%$23,607,0938%$149,762,8409%
2021$33,642,10538%$21,795,70619%$163,765,28311%
2020$54,002,94987%$18,272,3692%$147,209,43343%
2019$28,902,4244%$18,592,58216%$103,154,05323%
2018$30,207,22330%$16,052,95516%$84,165,5949%
2017$23,157,7753%$13,813,442$76,883,97020%
2016$23,818,79333%$13,762,4964%$63,872,12821%
2015$17,964,2904%$13,255,5194%$52,625,7964%
2014$17,328,6878%$12,749,2961%$50,534,81310%
2013$16,014,0558%$12,931,30316%$45,969,0178%
2012$14,882,0558%$11,171,2159%$42,645,79013%
2011$13,805,601$10,202,239$37,888,586

Frequently Asked Questions

What does Utility Workers Union Of America National Health And Welfare Fund do?

Utility Workers Union Of America National Health And Welfare Fund is a mutual & membership benefit nonprofit organization based in Minnesota. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Utility Workers Union Of America National Health And Welfare Fund financially healthy?

Based on our 9-metric Financial Health Score model, Utility Workers Union Of America National Health And Welfare Fund has a score of 79/100 (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 Utility Workers Union Of America National Health And Welfare Fund generate?

Utility Workers Union Of America National Health And Welfare Fund reports $34.8M in annual revenue and holds $188.2M in total assets, based on IRS filings.

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