YMutual & Membership BenefitEIN: 813021883· Ruling Year: 2016

Uaw Retirees Of The Budd Company Health & Welfare Trust

Washington, District of Columbia

BHealth Score
64B

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 Org17.51×
Peer Median10.70×
💰
$20.9M
Total Revenue
📊
$26.0M
Total Expenses
🏦
$454.4M
Net Assets
📋
$130K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+114.0%
Year-over-year change (2022 → 2023)
Net Margin
-24.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
17.51
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

8 filings on record
YearRevenueExpensesAssets
2023$20,877,745114%$25,951,0739%$454,507,3056%
2022$9,757,07770%$23,852,7641%$427,740,69415%
2021$32,293,120109%$23,643,2414%$502,021,5422%
2020$15,420,52322%$24,571,72116%$494,153,5944%
2019$12,659,96160%$29,301,4973%$477,202,1125%
2018$31,533,908245%$30,183,8288%$455,748,6467%
2017$9,138,97798%$32,831,288128%$492,445,5831%
2016$510,094,742$14,401,100$495,755,813

Frequently Asked Questions

What does Uaw Retirees Of The Budd Company Health & Welfare Trust do?

Uaw Retirees Of The Budd Company Health & Welfare Trust 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 Of The Budd Company Health & Welfare Trust financially healthy?

Based on our 9-metric Financial Health Score model, Uaw Retirees Of The Budd Company Health & Welfare Trust has a score of 64/100 (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 Of The Budd Company Health & Welfare Trust generate?

Uaw Retirees Of The Budd Company Health & Welfare Trust reports $23.6M in annual revenue and holds $462.5M in total assets, based on IRS filings.

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