ZUnclassifiedEIN: 526072849

Health & Welfare TR Fund for Intl Union of Operating Engineers

Baltimore, Maryland

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 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.38×
Peer Median5.86×
💰
$58.1M
Total Revenue
📊
$50.9M
Total Expenses
🏦
$70.3M
Net Assets
📋
$48K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+7.7%
Year-over-year change (2022 → 2023)
Net Margin
+12.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.38
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$58,101,1288%$50,862,86819%$70,305,27617%
2022$53,924,56511%$42,702,5352%$60,317,88215%
2021$48,391,5642%$43,402,72219%$52,248,76713%
2020$47,290,9234%$36,387,2272%$46,120,91835%
2019$45,552,2135%$36,960,5004%$34,222,55538%
2018$43,498,3925%$38,488,3343%$24,796,74823%
2017$41,451,45610%$37,541,1211%$20,207,94226%
2016$37,715,8665%$37,991,1025%$16,012,8312%
2015$35,946,9926%$36,193,9012%$16,322,4463%
2014$34,039,6427%$35,616,90615%$16,812,6296%
2013$31,937,3477%$30,933,4978%$17,900,1559%
2012$29,880,9488%$28,734,404$16,365,81811%
2011$27,686,435$28,673,954$14,799,435

Frequently Asked Questions

What does Health & Welfare TR Fund for Intl Union of Operating Engineers do?

Health & Welfare TR Fund for Intl Union of Operating Engineers is a unclassified nonprofit organization based in Maryland. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Health & Welfare TR Fund for Intl Union of Operating Engineers financially healthy?

Based on our 9-metric Financial Health Score model, Health & Welfare TR Fund for Intl Union of Operating Engineers 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 Health & Welfare TR Fund for Intl Union of Operating Engineers generate?

Health & Welfare TR Fund for Intl Union of Operating Engineers reports $63.4M in annual revenue and holds $89.9M in total assets, based on IRS filings.

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