Local Union 104 Occupational Safety Health And Educational Trust Fund
Local Union 104 Trust Fund: Strong Financials, High Program Spending
EIN: 222581643 · Mansfield, MA · NTEE: J40Z · Updated: 2026-04-04
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Local Union 104 Occupational Safety Health And Educational Trust Fund is mapped to EIN 222581643.
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| Metric | Value |
|---|---|
| Total Revenue | $11.1M |
| Total Expenses | $4.6M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $0 |
| Net Assets | $11.2M |
| Transparency Score | 85/100 |
Search Intent Cockpit
Local Union 104 Occupational Safety Health And Educational Trust Fund Form 990, Revenue, CEO Pay, and IRS Filing Signals
Local Union 104 Occupational Safety Health And Educational Trust Fund is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Local Union 104 Occupational Safety Health And Educational Trust Fund in one place.
Form 990 Filing Summary
13 filing years are available, with latest revenue of $7.0M and expenses of $4.6M.
Revenue and Expenses
Local Union 104 Occupational Safety Health And Educational Trust Fund reported $7.0M in revenue and $4.6M in expenses, a surplus of $2.5M.
Executive Compensation
Top officer compensation appears as $0 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
85/100 mission score, 0 red flags, and 4 strengths are shown from structured and AI review.
Is Local Union 104 Occupational Safety Health And Educational Trust Fund Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
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Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $4.1M (90%) |
Across stored filings, Local Union 104 Occupational Safety Health And Educational Trust Fund shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Appears Legitimate | Good filing record; no red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 13 stored filing years |
| Peer context | Compare with Joint Committee For Childrens Health Care In Everett | Massachusetts and Category J context |
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Local Union 104 Occupational Safety Health And Educational Trust Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Local Union 104 Occupational Safety Health And Educational Trust Fund
Local Union 104 Occupational Safety Health And Educational Trust Fund (EIN: 222581643) is a nonprofit organization based in Mansfield, MA, classified under NTEE code J40Z. The organization reported total revenue of $11.1M and total assets of $14.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Local Union 104 Occupational Safety Health And Educational Trust Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Local Union 104 Occupational Safety Health And Educational Trust Fund is a large nonprofit that has been operating for 41 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 7.5%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $7.0M |
| Total Expenses | $4.6M |
| Surplus / Deficit | +$2.5M |
| Total Assets | $13.0M |
| Total Liabilities | $1.7M |
| Net Assets | $11.2M |
| Operating Margin | 35.0% |
| Debt-to-Asset Ratio | 13.4% |
| Months of Reserves | 34.0 months |
Financial Health Grade: A
In 2023, Local Union 104 Occupational Safety Health And Educational Trust Fund reported a surplus of $2.5M with revenue exceeding expenses, holds 34.0 months of operating reserves (strong position), has a debt-to-asset ratio of 13.4% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Local Union 104 Occupational Safety Health And Educational Trust Fund's revenue has grown at a compound annual growth rate (CAGR) of 7.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +59.5% | +6.0% | +48.0% |
| 2022 | -22.5% | +10.1% | +1.1% |
| 2021 | +68.3% | +35.0% | +25.8% |
| 2020 | +2.9% | -2.6% | +7.5% |
| 2019 | -7.0% | +17.6% | +5.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1985 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Local Union 104 Occupational Safety Health And Educational Trust Fund with a Mission Score of 85 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: 5%
- programs: 90%
- fundraising: 5%
According to IRS 990 filings, Local Union 104 Occupational Safety Health And Educational Trust Fund allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. 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:
- The organization reported a surplus of $2.5M, with revenue exceeding expenses.
- Debt-to-asset ratio: 13.4%.
Executive Compensation Analysis
Executive compensation is reported as $0 across all available filings, suggesting that leadership roles are either unpaid or compensated through other entities not directly reported on the Form 990.
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 Union 104 Occupational Safety Health And Educational Trust Fund:
- Strong financial growth: Revenue increased from $1,831,812 in 2016 to $7,047,258 in 2023, and assets grew from $4,817,590 to $12,957,124 in the same period.
- High program efficiency: A significant portion of expenses is directed towards programs, with administrative and fundraising costs being minimal.
- Consistent financial reporting: Annual filings are consistently available, providing a clear financial history.
- Low liabilities: Liabilities remain very low relative to assets, indicating strong financial health.
Frequently Asked Questions about Local Union 104 Occupational Safety Health And Educational Trust Fund
Is Local Union 104 Occupational Safety Health And Educational Trust Fund a legitimate charity?
Local Union 104 Occupational Safety Health And Educational Trust Fund (EIN: 222581643) is a registered tax-exempt nonprofit based in Massachusetts. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $11.1M. No red flags identified. 4 strengths noted. Financial health grade: A.
How does Local Union 104 Occupational Safety Health And Educational Trust Fund spend its money?
Local Union 104 Occupational Safety Health And Educational Trust Fund directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Local Union 104 Occupational Safety Health And Educational Trust Fund tax-deductible?
Local Union 104 Occupational Safety Health And Educational Trust Fund is registered as a tax-exempt nonprofit (EIN: 222581643). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Local Union 104 Occupational Safety Health And Educational Trust Fund CEO make?
Local Union 104 Occupational Safety Health And Educational Trust Fund's highest-compensated officer earns $0 annually. The organization reported $11.1M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Local Union 104 Occupational Safety Health And Educational Trust Fund's spending goes to programs?
Local Union 104 Occupational Safety Health And Educational Trust Fund directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Local Union 104 Occupational Safety Health And Educational Trust Fund compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Local Union 104 Occupational Safety Health And Educational Trust Fund is above average for NTEE category J40Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Local Union 104 Occupational Safety Health And Educational Trust Fund located?
Local Union 104 Occupational Safety Health And Educational Trust Fund is headquartered in Mansfield, Massachusetts and files with the IRS under EIN 222581643. It is classified under NTEE code J40Z.
How many years of IRS 990 filings does Local Union 104 Occupational Safety Health And Educational Trust Fund have?
Local Union 104 Occupational Safety Health And Educational Trust Fund has 13 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 $11.1M in total revenue.
What does Local Union 104 Occupational Safety Health And Educational Trust Fund do?
Local Union 104 Occupational Safety Health And Educational Trust Fund is a nonprofit organization in the Employment sector, located in Mansfield, Massachusetts. It is classified under NTEE code J40Z.
How much revenue does Local Union 104 Occupational Safety Health And Educational Trust Fund have?
Local Union 104 Occupational Safety Health And Educational Trust Fund reported total revenue of $11,134,293. Based on 13 IRS 990 filings on record.
What are Local Union 104 Occupational Safety Health And Educational Trust Fund's total assets?
Local Union 104 Occupational Safety Health And Educational Trust Fund holds total assets of $14,752,032 as reported in IRS 990 filings.
Where is Local Union 104 Occupational Safety Health And Educational Trust Fund located?
Local Union 104 Occupational Safety Health And Educational Trust Fund is based in Mansfield, Massachusetts.
What is Local Union 104 Occupational Safety Health And Educational Trust Fund's EIN?
Local Union 104 Occupational Safety Health And Educational Trust Fund's Employer Identification Number (EIN) is 222581643. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Local Union 104 Occupational Safety Health And Educational Trust Fund?
Local Union 104 Occupational Safety Health And Educational Trust Fund is classified under NTEE code J40Z (Employment).
Is Local Union 104 Occupational Safety Health And Educational Trust Fund a registered 501(c)(3)?
Yes, Local Union 104 Occupational Safety Health And Educational Trust Fund is recognized as a tax-exempt organization by the IRS. EIN: 222581643.
Does Local Union 104 Occupational Safety Health And Educational Trust Fund file IRS Form 990?
Yes, Local Union 104 Occupational Safety Health And Educational Trust Fund has 13 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Local Union 104 Occupational Safety Health And Educational Trust Fund's revenue in 2023?
In the 202312 filing period, Local Union 104 Occupational Safety Health And Educational Trust Fund reported total revenue of $7,047,258, total expenses of $4,578,927, and net assets of $12,957,124.
Is Local Union 104 Occupational Safety Health And Educational Trust Fund's revenue growing or declining?
Local Union 104 Occupational Safety Health And Educational Trust Fund's revenue is growing. Revenue went from $4,417,542 (202212) to $7,047,258 (202312), a +59.5% change. Based on 13 filings on record.
What is Local Union 104 Occupational Safety Health And Educational Trust Fund's most recent 990 filing?
The most recent IRS Form 990 filing for Local Union 104 Occupational Safety Health And Educational Trust Fund covers tax period 202312. It shows revenue of $7,047,258, expenses of $4,578,927, total assets of $12,957,124, and liabilities of $1,734,692.
How much does Local Union 104 Occupational Safety Health And Educational Trust Fund spend on programs vs administration?
Based on IRS 990 analysis, Local Union 104 Occupational Safety Health And Educational Trust Fund allocates approximately 90% of expenses to program services, 5% to administrative costs, and 5% to fundraising. This indicates strong program focus.
Is Local Union 104 Occupational Safety Health And Educational Trust Fund a trustworthy charity?
Based on AI analysis of IRS 990 data, Local Union 104 Occupational Safety Health And Educational Trust Fund appears trustworthy. Mission Score: 85/100 (Excellent). No red flags identified. 4 strengths noted.
What are Local Union 104 Occupational Safety Health And Educational Trust Fund's strengths?
Positive indicators for Local Union 104 Occupational Safety Health And Educational Trust Fund include: Strong financial growth: Revenue increased from $1,831,812 in 2016 to $7,047,258 in 2023, and assets grew from $4,817,590 to $12,957,124 in the same period.. High program efficiency: A significant portion of expenses is directed towards programs, with administrative and fundraising costs being minimal.. Consistent financial reporting: Annual filings are consistently available, providing a clear financial history.. Low liabilities: Liabilities remain very low relative to assets, indicating strong financial health.. These findings are derived from AI analysis of the organization's financial filings.
How does Local Union 104 Occupational Safety Health And Educational Trust Fund compensate executives?
Executive compensation is reported as $0 across all available filings, suggesting that leadership roles are either unpaid or compensated through other entities not directly reported on the Form 990. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the reported $0 executive compensation, how are the operational and strategic leadership functions managed and compensated, and what is the potential impact on long-term sustainability?
The $0 executive compensation suggests that leadership may be volunteer-based or compensated by the Local Union 104 directly, rather than through the Trust Fund. This structure could be highly efficient but might also pose challenges for attracting and retaining dedicated, full-time leadership if the scope of operations expands significantly.
Filing History
IRS 990 filing history for Local Union 104 Occupational Safety Health And Educational Trust Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Local Union 104 Occupational Safety Health And Educational Trust Fund's revenue has grown by 137.3%, moving from $3.0M to $7.0M. Total assets increased by 312.4% over the same period, from $3.1M to $13.0M. Total functional expenses rose by 137.3%, from $1.9M to $4.6M. In its most recent filing year (2023), Local Union 104 Occupational Safety Health And Educational Trust Fund reported a surplus of $2.5M, with revenue exceeding expenses. The organization holds $1.7M in liabilities against $13.0M in assets (debt-to-asset ratio: 13.4%), resulting in net assets of $11.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $7.0M | $4.6M | $13.0M | $1.7M | — | View 990 |
| 2022 | $4.4M | $4.3M | $8.8M | $689 | — | View 990 |
| 2021 | $5.7M | $3.9M | $8.7M | $858 | — | View 990 |
| 2020 | $3.4M | $2.9M | $6.9M | $614 | — | — |
| 2019 | $3.3M | $3.0M | $6.4M | $829 | — | View 990 |
| 2018 | $3.5M | $2.5M | $6.1M | $252 | — | View 990 |
| 2017 | $2.7M | $2.4M | $5.1M | $252 | — | View 990 |
| 2016 | $1.8M | $2.4M | $4.8M | $466 | — | View 990 |
| 2015 | $2.5M | $2.5M | $5.4M | $218 | — | View 990 |
| 2014 | $2.6M | $2.6M | $5.3M | $324 | — | View 990 |
| 2013 | $3.4M | $2.2M | $5.3M | $0 | — | View 990 |
| 2012 | $3.1M | $2.1M | $4.2M | $0 | — | View 990 |
| 2011 | $3.0M | $1.9M | $3.1M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $7.0M, expenses of $4.6M, and assets of $13.0M (revenue +59.5% year-over-year).
- 2022: Revenue of $4.4M, expenses of $4.3M, and assets of $8.8M (revenue -22.5% year-over-year).
- 2021: Revenue of $5.7M, expenses of $3.9M, and assets of $8.7M (revenue +68.3% year-over-year).
- 2020: Revenue of $3.4M, expenses of $2.9M, and assets of $6.9M (revenue +2.9% year-over-year).
- 2019: Revenue of $3.3M, expenses of $3.0M, and assets of $6.4M (revenue -7.0% year-over-year).
- 2018: Revenue of $3.5M, expenses of $2.5M, and assets of $6.1M (revenue +32.0% year-over-year).
- 2017: Revenue of $2.7M, expenses of $2.4M, and assets of $5.1M (revenue +46.5% year-over-year).
- 2016: Revenue of $1.8M, expenses of $2.4M, and assets of $4.8M (revenue -27.5% year-over-year).
- 2015: Revenue of $2.5M, expenses of $2.5M, and assets of $5.4M (revenue -3.9% year-over-year).
- 2014: Revenue of $2.6M, expenses of $2.6M, and assets of $5.3M (revenue -21.9% year-over-year).
- 2013: Revenue of $3.4M, expenses of $2.2M, and assets of $5.3M (revenue +8.9% year-over-year).
- 2012: Revenue of $3.1M, expenses of $2.1M, and assets of $4.2M (revenue +4.1% year-over-year).
- 2011: Revenue of $3.0M, expenses of $1.9M, and assets of $3.1M.
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Data Sources and Methodology
This transparency report for Local Union 104 Occupational Safety Health And Educational Trust 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.