YMutual & Membership BenefitEIN: 824038622· Ruling Year: 2020

Ugsoa Health And Welfare Trust Fund

Greenville, South Carolina

CHealth Score
40C

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Below Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org0.29×
Peer Median10.70×
💰
$5.5M
Total Revenue
📊
$5.7M
Total Expenses
🏦
$1.7M
Net Assets
📋
$1.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-50.8%
Year-over-year change (2023 → 2023)
Net Margin
-3.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.29
Net assets divided by total expenses
Liabilities-to-Assets
49.2%
Total liabilities as % of total assets

Filing History

6 filings on record
YearRevenueExpensesAssets
2023$5,497,50751%$5,679,63342%$3,296,11011%
2023$11,163,76419%$9,808,13129%$3,710,383103%
2022$13,860,47845%$13,871,77936%$1,824,0423%
2021$9,541,49111%$10,203,40142%$1,885,92446%
2020$8,610,5295%$7,179,14014%$3,505,61686%
2019$8,192,712$8,329,452$1,886,866

Frequently Asked Questions

What does Ugsoa Health And Welfare Trust Fund do?

Ugsoa Health And Welfare Trust Fund is a mutual & membership benefit nonprofit organization based in South Carolina. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Ugsoa Health And Welfare Trust Fund financially healthy?

Based on our 9-metric Financial Health Score model, Ugsoa Health And Welfare Trust Fund has a score of 40/100 (Grade: C). 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 Ugsoa Health And Welfare Trust Fund generate?

Ugsoa Health And Welfare Trust Fund reports $11.8M in annual revenue and holds $4.6M in total assets, based on IRS filings.

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