Aftra Health Fund
Aftra Health Fund consistently manages substantial assets and revenues, with no reported officer compensation.
EIN: 133467049 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Expenses | $127.2M |
| Program Spending | 80% |
| CEO/Top Officer Pay | $95 |
| Net Assets | $236.2M |
| Transparency Score | 70/100 |
Is Aftra Health Fund Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Aftra Health Fund directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Aftra Health Fund
Aftra Health Fund (EIN: 133467049) is a nonprofit organization based in New York, NY. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Aftra Health Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Aftra Health Fund is a major nonprofit, with 5 years of IRS 990 filings on record (2011–2015). Revenue has grown at a compound annual rate of 4.6%.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
| Total Revenue | $156.2M |
| Total Expenses | $127.2M |
| Surplus / Deficit | +$29.0M |
| Total Assets | $244.1M |
| Total Liabilities | $7.9M |
| Net Assets | $236.2M |
| Operating Margin | 18.6% |
| Debt-to-Asset Ratio | 3.2% |
| Months of Reserves | 23.0 months |
Financial Health Grade: A
In 2015, Aftra Health Fund reported a surplus of $29.0M with revenue exceeding expenses, holds 23.0 months of operating reserves (strong position), has a debt-to-asset ratio of 3.2% (very low leverage).
Financial Trends
Over 5 years of filings (2011–2015), Aftra Health Fund's revenue has grown at a compound annual growth rate (CAGR) of 4.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2015 | +63.0% | +2.4% | +10.8% |
| 2014 | -19.2% | +6.4% | -9.4% |
| 2013 | -13.6% | +6.5% | +0.3% |
| 2012 | +5.4% | +6.5% | +17.9% |
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Aftra Health Fund with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Aftra Health Fund allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2015)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $29.0M, with revenue exceeding expenses.
- Debt-to-asset ratio: 3.2%.
Executive Compensation Analysis
No officer compensation was reported across all five filings, which is unusual for an organization of this scale with revenues consistently over $95 million. This could indicate that executive compensation is structured differently or not reported under this specific category, warranting further investigation for full transparency.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Aftra Health Fund's IRS 990 filings:
- Lack of detailed expense breakdown (program, admin, fundraising) in filings
- No reported officer compensation despite significant organizational scale
- NTEE code is unknown, limiting understanding of specific mission and peer comparison
Strengths
The following positive indicators were identified for Aftra Health Fund:
- Consistent strong revenue generation, with revenues reaching $156,201,618 in 2015
- Healthy growth in assets, from $205,552,661 in 2011 to $244,148,663 in 2015
- Relatively low liabilities compared to assets, indicating strong financial stability
- Generally positive net income, demonstrating effective financial management over multiple years
Frequently Asked Questions about Aftra Health Fund
Is Aftra Health Fund a legitimate charity?
Aftra Health Fund (EIN: 133467049) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 70/100. It has 5 years of IRS 990 filings on record. 3 red flags identified. 4 strengths noted. Financial health grade: A.
How does Aftra Health Fund spend its money?
Aftra Health Fund directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Aftra Health Fund tax-deductible?
Aftra Health Fund is registered as a tax-exempt nonprofit (EIN: 133467049). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Aftra Health Fund CEO make?
Aftra Health Fund's highest-compensated officer earns $95 annually. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Aftra Health Fund's spending goes to programs?
Aftra Health Fund directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Aftra Health Fund located?
Aftra Health Fund is headquartered in New York, New York and files with the IRS under EIN 133467049.
How many years of IRS 990 filings does Aftra Health Fund have?
Aftra Health Fund has 5 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
How does Aftra Health Fund allocate its expenses between program services, administration, and fundraising?
The provided IRS 990 data does not include a detailed breakdown of expenses into program, administrative, and fundraising categories, making it difficult to assess specific allocation percentages. This information is crucial for understanding spending efficiency.
Why is there no officer compensation reported across all five years of filings?
The filings consistently show 0% for officer compensation. This is atypical for an organization with annual revenues exceeding $95 million and suggests that executive compensation might be reported under different categories, paid by a related entity, or structured in a way not captured by this specific field on the 990.
What is the specific mission and NTEE code of the Aftra Health Fund?
The NTEE code is unknown, and while the name suggests a focus on health benefits, the specific mission details are not provided in the financial data. Understanding the NTEE code would allow for better peer comparison and mission alignment assessment.
Filing History
IRS 990 filing history for Aftra Health Fund showing financial trends over 5 years of public records:
Over 5 years of IRS 990 filings (2011–2015), Aftra Health Fund's revenue has grown by 19.8%, moving from $130.3M to $156.2M. Total assets increased by 18.8% over the same period, from $205.6M to $244.1M. Total functional expenses rose by 23.6%, from $102.9M to $127.2M. In its most recent filing year (2015), Aftra Health Fund reported a surplus of $29.0M, with revenue exceeding expenses. The organization holds $7.9M in liabilities against $244.1M in assets (debt-to-asset ratio: 3.2%), resulting in net assets of $236.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2015 | $156.2M | $127.2M | $244.1M | $7.9M | — | View 990 |
| 2014 | $95.9M | $124.2M | $220.4M | $8.5M | — | View 990 |
| 2013 | $118.6M | $116.8M | $243.2M | $8.1M | — | View 990 |
| 2012 | $137.3M | $109.6M | $242.4M | $7.8M | — | View 990 |
| 2011 | $130.3M | $102.9M | $205.6M | $8.3M | — | View 990 |
Year-by-Year Financial Summary
- 2015: Revenue of $156.2M, expenses of $127.2M, and assets of $244.1M (revenue +63.0% year-over-year).
- 2014: Revenue of $95.9M, expenses of $124.2M, and assets of $220.4M (revenue -19.2% year-over-year).
- 2013: Revenue of $118.6M, expenses of $116.8M, and assets of $243.2M (revenue -13.6% year-over-year).
- 2012: Revenue of $137.3M, expenses of $109.6M, and assets of $242.4M (revenue +5.4% year-over-year).
- 2011: Revenue of $130.3M, expenses of $102.9M, and assets of $205.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Aftra Health Fund:
Data Sources and Methodology
This transparency report for Aftra Health Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.