YMutual & Membership BenefitEIN: 276408571· Ruling Year: 2011

Union Bank And Tr Welfare Benefits Tr

Lincoln, Nebraska

CHealth Score
35C

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Below Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.01×
Peer Median10.70×
💰
$12.8M
Total Revenue
📊
$12.8M
Total Expenses
🏦
$87K
Net Assets
📋
$179K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+17.3%
Year-over-year change (2022 → 2023)
Net Margin
-0.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.01
Net assets divided by total expenses
Liabilities-to-Assets
67.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$12,789,44117%$12,838,72217%$266,38880%
2022$10,906,72720%$10,984,64819%$1,361,02846%
2021$9,111,15223%$9,265,74020%$929,45084%
2020$7,412,36818%$7,714,7898%$505,02834%
2019$6,288,14712%$7,120,84315%$763,37850%
2018$5,604,10414%$6,199,16829%$1,536,68830%
2017$4,904,8533%$4,820,7316%$2,207,3449%
2016$4,740,0104%$4,536,4378%$2,023,04212%
2015$4,574,03311%$4,184,73713%$1,811,52733%
2014$5,117,31926%$4,819,28318%$1,357,56128%
2013$4,060,7757%$4,069,93120%$1,059,5251%
2012$4,358,2093%$3,387,75821%$1,068,681988%
2011$4,247,131$4,292,338$98,230

Frequently Asked Questions

What does Union Bank And Tr Welfare Benefits Tr do?

Union Bank And Tr Welfare Benefits Tr is a mutual & membership benefit nonprofit organization based in Nebraska. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Union Bank And Tr Welfare Benefits Tr financially healthy?

Based on our 9-metric Financial Health Score model, Union Bank And Tr Welfare Benefits Tr has a score of 35/100 (Grade: C). 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 Union Bank And Tr Welfare Benefits Tr generate?

Union Bank And Tr Welfare Benefits Tr reports $14.4M in annual revenue and holds $1.1M in total assets, based on IRS filings.

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