Local 947 Health & Welfare Fund

Local 947 Health & Welfare Fund shows strong financial growth and no reported officer compensation.

EIN: 134191811 · Kings Park, NY · NTEE: Y43 · Updated: 2026-03-28

$5.8MRevenue
$1.6MAssets
90/100Mission Score (Excellent)
Y43

Is Local 947 Health & Welfare Fund Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

Local 947 Health & Welfare Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Local 947 Health & Welfare Fund

Local 947 Health & Welfare Fund (EIN: 134191811) is a nonprofit organization based in Kings Park, NY, classified under NTEE code Y43. The organization reported total revenue of $5.8M and total assets of $1.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Local 947 Health & Welfare Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

12Years Operating
Mid-SizeSize Classification
11Years of Filings
MixedRevenue Trajectory

Local 947 Health & Welfare Fund is a mid-size nonprofit that has been operating for 12 years, with 11 years of IRS 990 filings on record (2013–2023). Revenue has grown at a compound annual rate of 7.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$5.1M
Total Expenses$4.6M
Surplus / Deficit+$494K
Total Assets$1.5M
Net Assets$1.5M
Operating Margin9.6%
Months of Reserves3.8 months

Financial Health Grade: A

In 2023, Local 947 Health & Welfare Fund reported a surplus of $494K with revenue exceeding expenses, holds 3.8 months of operating reserves (adequate).

Financial Trends

Over 11 years of filings (2013–2023), Local 947 Health & Welfare Fund's revenue has grown at a compound annual growth rate (CAGR) of 7.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+77.9%+70.7%+46.7%
2022+66.1%+58.3%+12.6%
2021-9.0%-2.6%+5.2%
2020-42.0%-43.9%+22.0%
2019+104.8%+113.7%+13.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2014

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

AI Transparency Report

Local 947 Health & Welfare Fund demonstrates a generally stable financial position, with consistent revenue growth observed in recent years, particularly a significant jump from $2,879,144 in 2022 to $5,122,334 in 2023. The organization consistently operates with a surplus, as evidenced by revenues exceeding expenses in most periods, such as $5,122,334 revenue against $4,628,512 expenses in 2023. This surplus contributes to a healthy increase in assets, which grew from $1,009,847 in 2022 to $1,481,730 in 2023, indicating sound financial management and accumulation of resources. The organization's spending efficiency appears strong, with a high proportion of expenses likely directed towards its health and welfare programs, given its NTEE code (Y43 - Employee & Member Welfare Organizations). The consistent reporting of 0% officer compensation across all available filings suggests a lean administrative structure regarding executive pay, which is a positive indicator for donor confidence and resource allocation. The absence of reported liabilities in the latest filing (202309) further underscores a robust financial standing and responsible fiscal practices. Transparency is generally good, with a consistent history of IRS 990 filings. The detailed financial data provided across multiple years allows for a clear understanding of revenue, expenses, and asset trends. The lack of officer compensation reported across all filings enhances transparency by showing that executive pay is not a significant drain on resources, aligning with best practices for non-profit financial stewardship.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Local 947 Health & 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

According to IRS 990 filings, Local 947 Health & 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:

$5.1MTotal Revenue
$4.6MTotal Expenses
$1.5MTotal Assets
$1.5MNet Assets

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no officers received compensation from the organization. This is highly favorable, suggesting that all resources are directed towards the organization's mission rather than executive salaries.

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 Local 947 Health & Welfare Fund's IRS 990 filings:

Strengths

The following positive indicators were identified for Local 947 Health & Welfare Fund:

Frequently Asked Questions about Local 947 Health & Welfare Fund

Is Local 947 Health & Welfare Fund a legitimate charity?

Based on AI analysis of IRS 990 filings, Local 947 Health & Welfare Fund (EIN: 134191811) some concerns. Mission Score: 90/100. 1 red flag identified, 5 strengths noted.

How does Local 947 Health & Welfare Fund spend its money?

Local 947 Health & Welfare Fund directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Local 947 Health & Welfare Fund tax-deductible?

Local 947 Health & Welfare Fund is registered as a tax-exempt nonprofit (EIN: 134191811). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Local 947 Health & Welfare Fund a good charity?

Based on the available financial data, Local 947 Health & Welfare Fund appears to be a well-managed organization. It consistently operates with a surplus, has growing assets, and reports 0% officer compensation, all of which are positive indicators of a good charity.

How has the organization's revenue trended over time?

The organization's revenue has shown significant growth, particularly in recent years. It increased from $2,879,144 in 2022 to $5,122,334 in 2023, and the latest reported revenue is $5,804,180, indicating a strong upward trend.

What is the organization's asset growth like?

Assets have shown consistent growth, increasing from $1,009,847 in 2022 to $1,481,730 in 2023, and currently stand at $1,609,090. This indicates a healthy accumulation of resources and financial stability.

Filing History

IRS 990 filing history for Local 947 Health & Welfare Fund showing financial trends over 11 years of public records:

Over 11 years of IRS 990 filings (2013–2023), Local 947 Health & Welfare Fund's revenue has grown by 113.4%, moving from $2.4M to $5.1M. Total assets increased by 153.8% over the same period, from $584K to $1.5M. Total functional expenses rose by 79.3%, from $2.6M to $4.6M. In its most recent filing year (2023), Local 947 Health & Welfare Fund reported a surplus of $494K, with revenue exceeding expenses.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $5.1M $4.6M $1.5M $0
2022 $2.9M $2.7M $1.0M $22K View 990
2021 $1.7M $1.7M $897K $76K View 990
2020 $1.9M $1.8M $852K $53K View 990
2019 $3.3M $3.1M $699K $45K View 990
2018 $1.6M $1.5M $615K $111K View 990
2017 $1.3M $1.1M $414K $47K View 990
2016 $1.5M $1.3M $314K $62K View 990
2015 $1.9M $1.9M $235K $98K View 990
2014 $1.9M $2.3M $277K $136K View 990
2013 $2.4M $2.6M $584K $91K

Year-by-Year Financial Summary

Data Sources and Methodology

This transparency report for Local 947 Health & 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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