ZUnclassifiedEIN: 221538529· Ruling Year: 1952

Sheet Metal Workrs Local 27 Health & Welfare Fund

Farmingdale, New Jersey

B+Health Score
71B+

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 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.05×
Peer Median5.86×
💰
$11.6M
Total Revenue
📊
$10.9M
Total Expenses
🏦
$11.5M
Net Assets
📋
$1.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+22.6%
Year-over-year change (2022 → 2023)
Net Margin
+6.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.05
Net assets divided by total expenses
Liabilities-to-Assets
9.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$11,594,17423%$10,882,4371%$12,606,66515%
2022$9,459,6911%$11,015,3207%$10,961,04226%
2021$9,589,21622%$10,309,53810%$14,734,8988%
2020$7,870,98923%$9,377,07716%$15,955,3961%
2019$10,170,1322%$8,118,4133%$16,186,48024%
2018$9,998,35111%$8,372,5199%$13,022,7209%
2017$9,006,4806%$7,672,2654%$11,963,98221%
2016$9,565,38811%$7,372,69220%$9,912,12634%
2015$8,644,6634%$6,146,3276%$7,411,45642%
2014$8,343,1052%$5,819,32944%$5,213,8606%
2013$8,208,23612%$10,324,76113%$4,906,55637%
2012$9,338,04125%$11,896,0602%$7,829,53326%
2011$12,523,084$12,111,513$10,523,873

Frequently Asked Questions

What does Sheet Metal Workrs Local 27 Health & Welfare Fund do?

Sheet Metal Workrs Local 27 Health & Welfare Fund is a unclassified nonprofit organization based in New Jersey. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Sheet Metal Workrs Local 27 Health & Welfare Fund financially healthy?

Based on our 9-metric Financial Health Score model, Sheet Metal Workrs Local 27 Health & Welfare Fund has a score of 71/100 (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 Sheet Metal Workrs Local 27 Health & Welfare Fund generate?

Sheet Metal Workrs Local 27 Health & Welfare Fund reports $11.1M in annual revenue and holds $14.1M in total assets, based on IRS filings.

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