ZUnclassifiedEIN: 237017278

Ufcw Local 555 Employers Health Trust

Tualatin, Oregon

BHealth Score
64B

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.76×
Peer Median0.87×
💰
$154.9M
Total Revenue
📊
$152.9M
Total Expenses
🏦
$116.7M
Net Assets
📋
$40.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+10.7%
Year-over-year change (2022 → 2023)
Net Margin
+1.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.76
Net assets divided by total expenses
Liabilities-to-Assets
25.5%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$154,860,23511%$152,946,6679%$156,665,7536%
2022$139,931,4475%$139,795,4411%$148,467,2692%
2021$133,117,759151%$140,692,4505%$151,793,9526%
2020$53,026,01566%$133,423,4033%$160,650,81833%
2019$154,912,3856%$137,110,5896%$238,470,00114%
2018$163,972,5645%$129,692,4078%$209,460,03121%
2017$155,888,9406%$119,755,9252%$173,724,68027%
2016$146,863,44710%$122,681,1245%$137,220,40455%
2014$133,389,374241%$116,316,858229%$88,778,95328%
2013$39,150,8981%$35,335,9182%$69,304,370134%
2012$38,847,8953%$36,012,9626%$29,582,2819%
2011$40,096,803$33,883,399$27,210,026

Frequently Asked Questions

What does Ufcw Local 555 Employers Health Trust do?

Ufcw Local 555 Employers Health Trust is a unclassified nonprofit organization based in Oregon. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ufcw Local 555 Employers Health Trust financially healthy?

Based on our 9-metric Financial Health Score model, Ufcw Local 555 Employers Health Trust has a score of 64/100 (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 Local 555 Employers Health Trust generate?

Ufcw Local 555 Employers Health Trust reports $154.8M in annual revenue and holds $175.2M in total assets, based on IRS filings.

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