YMutual & Membership BenefitEIN: 300217152· Ruling Year: 2004

Local 99 Unite Health And Welfare Fund

Newark, New Jersey

BHealth Score
57B

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

Working Capital Ratio (net assets ÷ expenses)

This Org1.30×
Peer Median10.70×
💰
$23.8M
Total Revenue
📊
$23.7M
Total Expenses
🏦
$30.9M
Net Assets
📋
$335K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+3.8%
Year-over-year change (2022 → 2023)
Net Margin
+0.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.30
Net assets divided by total expenses
Liabilities-to-Assets
1.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$23,837,5554%$23,711,2688%$31,244,95511%
2022$22,972,82013%$21,934,40026%$28,226,4463%
2021$26,401,86010%$29,760,2653%$29,198,03713%
2020$29,420,48616%$30,636,61514%$33,745,3205%
2019$25,378,6423%$26,907,9769%$35,575,8172%
2018$26,044,2005%$29,649,06919%$35,029,72211%
2017$27,364,44313%$24,883,1582%$39,157,7637%
2016$24,160,9716%$24,395,2396%$36,562,7862%
2015$25,632,97213%$25,900,57110%$35,905,4734%
2014$29,334,3981%$28,849,7922%$37,303,5172%
2013$29,493,5762%$29,427,0642%$36,544,9645%
2012$29,954,40621%$29,983,82533%$34,968,3754%
2011$24,795,468$22,484,237$33,759,287

Frequently Asked Questions

What does Local 99 Unite Health And Welfare Fund do?

Local 99 Unite Health And Welfare Fund is a mutual & membership benefit nonprofit organization based in New Jersey. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Local 99 Unite Health And Welfare Fund financially healthy?

Based on our 9-metric Financial Health Score model, Local 99 Unite Health And Welfare Fund has a score of 57/100 (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 Local 99 Unite Health And Welfare Fund generate?

Local 99 Unite Health And Welfare Fund reports $27.9M in annual revenue and holds $31.9M in total assets, based on IRS filings.

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Local 99 Unite Health And Welfare Fund — Newark, NJ | GiveScope