ZUnclassifiedEIN: 946415220· Ruling Year: 1977

U A Local No 467 Health & Welfare

San Jose, California

B+Health Score
70B+

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 Org1.46×
Peer Median5.86×
💰
$39.0M
Total Revenue
📊
$34.9M
Total Expenses
🏦
$50.9M
Net Assets
📋
$16.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+9.6%
Year-over-year change (2022 → 2023)
Net Margin
+10.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.46
Net assets divided by total expenses
Liabilities-to-Assets
23.9%
Total liabilities as % of total assets

Filing History

14 filings on record
YearRevenueExpensesAssets
2023$39,000,13610%$34,930,15331%$66,925,20113%
2022$35,568,6955%$26,656,56124%$59,271,1962%
2021$34,021,5369%$35,239,76922%$57,950,6836%
2020$31,093,8439%$28,789,16911%$54,606,4457%
2019$34,047,4976%$32,284,8473%$51,270,36814%
2018$32,254,35822%$31,288,39826%$44,819,6301%
2017$26,525,18018%$24,796,96930%$45,434,17823%
2016$22,437,2359%$19,118,8191%$36,797,16617%
2015$20,644,3026%$19,319,5777%$31,530,68915%
2014$19,494,69712%$18,062,2984%$27,468,71312%
2013$17,385,63610%$17,368,9035%$24,604,22216%
2012$19,343,61939%$16,574,67535%$21,218,07619%
2011$13,912,7561%$12,248,9397%$17,859,81610%
2010$14,027,819$13,171,357$16,213,426

Frequently Asked Questions

What does U A Local No 467 Health & Welfare do?

U A Local No 467 Health & Welfare is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is U A Local No 467 Health & Welfare financially healthy?

Based on our 9-metric Financial Health Score model, U A Local No 467 Health & Welfare has a score of 70/100 (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 U A Local No 467 Health & Welfare generate?

U A Local No 467 Health & Welfare reports $37.8M in annual revenue and holds $72.8M in total assets, based on IRS filings.

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