YMutual & Membership BenefitEIN: 477404015· Ruling Year: 2016

Uaw Retirees Health Care Tr

Washington, District of Columbia

BHealth Score
58B

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 Org21.23×
Peer Median10.70×
💰
$9.8M
Total Revenue
📊
$19.9M
Total Expenses
🏦
$421.5M
Net Assets
📋
$79K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-13.4%
Year-over-year change (2022 → 2023)
Net Margin
-103.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
21.23
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$9,765,89613%$19,856,35216%$421,563,3867%
2022$11,275,37533%$17,102,014$394,862,36614%
2021$16,855,37127%$17,160,7357%$461,032,9824%
2020$13,254,84117%$16,095,5781%$442,097,8427%
2019$11,361,47676%$16,312,9043%$415,019,4519%
2018$46,557,954323%$15,877,2415%$379,183,9476%
2017$11,004,22014%$16,660,80414%$401,262,8206%
2016$9,639,57397%$14,664,18410908%$377,586,585
2015$375,740,413$133,218$375,740,413

Frequently Asked Questions

What does Uaw Retirees Health Care Tr do?

Uaw Retirees Health Care Tr is a mutual & membership benefit nonprofit organization based in District of Columbia. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Uaw Retirees Health Care Tr financially healthy?

Based on our 9-metric Financial Health Score model, Uaw Retirees Health Care Tr has a score of 58/100 (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 Uaw Retirees Health Care Tr generate?

Uaw Retirees Health Care Tr reports $20.4M in annual revenue and holds $440.0M in total assets, based on IRS filings.

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