Local 272 Welfare Fund

Local 272 Welfare Fund shows consistent revenue growth and zero officer compensation over the past decade.

EIN: 135555808 · New York, NY · Updated: 2026-03-28

$59.3MRevenue
$38.2MGross Revenue
$50.3MAssets
90/100Mission Score (Excellent)
Local 272 Welfare Fund Financial Summary
MetricValue
Total Revenue$59.3M
Total Expenses$29.1M
Program Spending90%
Net Assets$36.9M
Transparency Score90/100

Is Local 272 Welfare Fund Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Local 272 Welfare Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Local 272 Welfare Fund

Local 272 Welfare Fund (EIN: 135555808) is a nonprofit organization based in New York, NY. The organization reported total revenue of $59.3M and total assets of $50.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Local 272 Welfare Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

75Years Operating
MajorSize Classification
12Years of Filings
MixedRevenue Trajectory

Local 272 Welfare Fund is a major nonprofit that has been operating for 75 years, with 12 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$35.9M
Total Expenses$29.1M
Surplus / Deficit+$6.8M
Total Assets$42.5M
Total Liabilities$5.6M
Net Assets$36.9M
Operating Margin18.9%
Debt-to-Asset Ratio13.1%
Months of Reserves17.5 months

Financial Health Grade: A

In 2023, Local 272 Welfare Fund reported a surplus of $6.8M with revenue exceeding expenses, holds 17.5 months of operating reserves (strong position), has a debt-to-asset ratio of 13.1% (very low leverage).

Financial Trends

Over 12 years of filings (2011–2023), Local 272 Welfare Fund's revenue has grown at a compound annual growth rate (CAGR) of 4.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+3.1%+32.9%+26.0%
2022+9.3%-15.9%+43.5%
2021+2.1%-4.6%+34.2%
2020-16.1%-18.0%+28.4%
2019+15.1%-1.3%+42.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1951

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Local 272 Welfare Fund demonstrates consistent financial growth and appears to be in a healthy financial position. Over the past five years, the organization's revenue has fluctuated but generally trended upwards, with the latest reported revenue at $35,864,581 in 2023, a significant increase from $31,184,640 in 2020. Assets have also shown substantial growth, nearly quadrupling from $17,500,828 in 2020 to $42,476,869 in 2023, indicating strong asset management and accumulation. The organization consistently reports 0% officer compensation, which is a positive indicator for resource allocation directly to its welfare fund activities. Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, as the provided data only includes total expenses. However, the consistent surplus of revenue over expenses in recent years (e.g., $35,864,581 revenue vs. $29,071,451 expenses in 2023) suggests that the organization is operating within its means and building reserves. The absence of officer compensation further implies that a larger portion of funds is available for its primary mission. Transparency regarding specific spending categories (program vs. administrative vs. fundraising) is not fully available in the provided summary data, which limits a complete assessment of efficiency. However, the consistent filing of IRS 990 forms over 12 periods demonstrates a commitment to regulatory compliance and public disclosure of its financial activities. The lack of officer compensation is a strong positive for transparency and public trust.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Local 272 Welfare Fund with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Local 272 Welfare Fund allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$35.9MTotal Revenue
$29.1MTotal Expenses
$42.5MTotal Assets
$5.6MTotal Liabilities
$36.9MNet Assets
  • The organization reported a surplus of $6.8M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 13.1%.

Executive Compensation Analysis

Executive compensation is consistently reported at 0% across all available filings, indicating that no officers receive compensation directly from the organization. This suggests a strong commitment to directing all available funds towards the welfare fund's beneficiaries.

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.

Strengths

The following positive indicators were identified for Local 272 Welfare Fund:

  • Consistent 0% officer compensation, indicating efficient use of funds for its mission.
  • Significant growth in assets, nearly quadrupling from $17.5M in 2020 to $42.4M in 2023.
  • Consistent surplus of revenue over expenses in recent years, demonstrating financial health.
  • Long history of IRS 990 filings (12 filings), indicating regulatory compliance and transparency.

Frequently Asked Questions about Local 272 Welfare Fund

Is Local 272 Welfare Fund a legitimate charity?

Local 272 Welfare Fund (EIN: 135555808) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 12 years of IRS 990 filings on record. Total revenue: $59.3M. No red flags identified. 4 strengths noted. Financial health grade: A.

How does Local 272 Welfare Fund spend its money?

Local 272 Welfare Fund directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Local 272 Welfare Fund tax-deductible?

Local 272 Welfare Fund is registered as a tax-exempt nonprofit (EIN: 135555808). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Local 272 Welfare Fund located?

Local 272 Welfare Fund is headquartered in New York, New York and files with the IRS under EIN 135555808.

How many years of IRS 990 filings does Local 272 Welfare Fund have?

Local 272 Welfare Fund has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $59.3M in total revenue.

Is Local 272 Welfare Fund financially stable?

Yes, the organization appears financially stable, with consistent revenue growth from $31,184,640 in 2020 to $35,864,581 in 2023, and a significant increase in assets from $17,500,828 to $42,476,869 over the same period.

How much of its funds go to executive salaries?

According to the provided IRS 990 data, officer compensation has consistently been reported as 0% across all available filing periods, meaning no funds are allocated to executive salaries.

Has the organization's asset base grown over time?

Yes, the organization's assets have shown substantial growth, increasing from $8,926,347 in 2013 to $42,476,869 in 2023, indicating strong financial management and accumulation of reserves.

Filing History

IRS 990 filing history for Local 272 Welfare Fund showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2011–2023), Local 272 Welfare Fund's revenue has grown by 78.3%, moving from $20.1M to $35.9M. Total assets increased by 276.7% over the same period, from $11.3M to $42.5M. Total functional expenses rose by 44.5%, from $20.1M to $29.1M. In its most recent filing year (2023), Local 272 Welfare Fund reported a surplus of $6.8M, with revenue exceeding expenses. The organization holds $5.6M in liabilities against $42.5M in assets (debt-to-asset ratio: 13.1%), resulting in net assets of $36.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $35.9M $29.1M $42.5M $5.6M
2022 $34.8M $21.9M $33.7M $4.6M
2021 $31.8M $26.0M $23.5M $5.1M View 990
2020 $31.2M $27.3M $17.5M $4.8M View 990
2019 $37.2M $33.2M $13.6M $6.8M View 990
2018 $32.3M $33.7M $9.5M $6.8M View 990
2017 $29.6M $28.7M $9.2M $7.0M View 990
2016 $27.7M $24.2M $8.6M $7.5M View 990
2015 $28.3M $27.1M $8.0M $10.3M View 990
2013 $21.0M $24.4M $8.9M $9.1M View 990
2012 $21.4M $22.0M $10.9M $7.6M View 990
2011 $20.1M $20.1M $11.3M $7.8M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $35.9M, expenses of $29.1M, and assets of $42.5M (revenue +3.1% year-over-year).
  • 2022: Revenue of $34.8M, expenses of $21.9M, and assets of $33.7M (revenue +9.3% year-over-year).
  • 2021: Revenue of $31.8M, expenses of $26.0M, and assets of $23.5M (revenue +2.1% year-over-year).
  • 2020: Revenue of $31.2M, expenses of $27.3M, and assets of $17.5M (revenue -16.1% year-over-year).
  • 2019: Revenue of $37.2M, expenses of $33.2M, and assets of $13.6M (revenue +15.1% year-over-year).
  • 2018: Revenue of $32.3M, expenses of $33.7M, and assets of $9.5M (revenue +9.2% year-over-year).
  • 2017: Revenue of $29.6M, expenses of $28.7M, and assets of $9.2M (revenue +6.8% year-over-year).
  • 2016: Revenue of $27.7M, expenses of $24.2M, and assets of $8.6M (revenue -2.4% year-over-year).
  • 2015: Revenue of $28.3M, expenses of $27.1M, and assets of $8.0M (revenue +35.0% year-over-year).
  • 2013: Revenue of $21.0M, expenses of $24.4M, and assets of $8.9M (revenue -1.9% year-over-year).
  • 2012: Revenue of $21.4M, expenses of $22.0M, and assets of $10.9M (revenue +6.5% year-over-year).
  • 2011: Revenue of $20.1M, expenses of $20.1M, and assets of $11.3M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Local 272 Welfare Fund:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Local 272 Welfare 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.

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