Y — Mutual & Membership BenefitEIN: 510210922· Ruling Year: 1976

National Roofers Union & Employers Joint Health & Welfare Fund

Bloomington, Minnesota

B+Health Score
73B+

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

Working Capital Ratio (net assets ÷ expenses)

This Org3.75×
Peer Median10.70×
💰
$12.3M
Total Revenue
📊
$7.9M
Total Expenses
🏦
$29.4M
Net Assets
📋
$15K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+19.6%
Year-over-year change (2022 → 2023)
Net Margin
+36.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.75
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$12,261,940↑20%$7,852,427↓14%$29,435,272↑14%
2022$10,251,636↓5%$9,124,503↑13%$25,717,138↓2%
2021$10,766,563↓2%$8,093,445↓3%$26,268,453↑19%
2020$10,946,102↑7%$8,307,639$22,151,686↑16%
2019$10,266,610↑2%$8,331,033$19,016,650↑11%
2018$10,081,296↑3%$8,315,743↑4%$17,096,463↑12%
2017$9,786,407↑13%$7,986,588↓1%$15,310,516↑18%
2016$8,662,852↑9%$8,040,519↑13%$13,016,807↑1%
2015$7,980,481↑7%$7,102,660↑2%$12,922,558↑8%
2014$7,443,055↑7%$6,963,118↑12%$11,975,315↑6%
2013$6,932,918↓1%$6,193,685↑3%$11,349,409↑12%
2012$6,991,463↑5%$5,991,802↓3%$10,152,006↑6%
2011$6,635,278$6,190,919$9,615,080

Frequently Asked Questions

What does National Roofers Union & Employers Joint Health & Welfare Fund do?▼

National Roofers Union & Employers Joint Health & Welfare Fund is a mutual & membership benefit nonprofit organization based in Minnesota. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is National Roofers Union & Employers Joint Health & Welfare Fund financially healthy?▼

Based on our 9-metric Financial Health Score model, National Roofers Union & Employers Joint Health & Welfare Fund has a score of 73/100 (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 National Roofers Union & Employers Joint Health & Welfare Fund generate?▼

National Roofers Union & Employers Joint Health & Welfare Fund reports $15.0M in annual revenue and holds $35.5M in total assets, based on IRS filings.

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