Massachusetts Unit Nine Health & Welfare Fund
Massachusetts Unit Nine Health & Welfare Fund: Stable Finances, Limited Program Detail
EIN: 222610041 · Boston, MA · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $5.3M |
| Total Expenses | $4.1M |
| Program Spending | 85% |
| Net Assets | $4.6M |
| Transparency Score | 65/100 |
Is Massachusetts Unit Nine Health & Welfare Fund Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Massachusetts Unit Nine Health & Welfare Fund directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Massachusetts Unit Nine Health & Welfare Fund
Massachusetts Unit Nine Health & Welfare Fund (EIN: 222610041) is a nonprofit organization based in Boston, MA. The organization reported total revenue of $5.3M and total assets of $5.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Massachusetts Unit Nine Health & Welfare Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Massachusetts Unit Nine Health & Welfare Fund is a mid-size 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 5.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $4.2M |
| Total Expenses | $4.1M |
| Surplus / Deficit | +$187K |
| Total Assets | $4.6M |
| Net Assets | $4.6M |
| Operating Margin | 4.4% |
| Months of Reserves | 13.7 months |
Financial Health Grade: A
In 2023, Massachusetts Unit Nine Health & Welfare Fund reported a surplus of $187K with revenue exceeding expenses, holds 13.7 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Massachusetts Unit Nine Health & Welfare Fund's revenue has grown at a compound annual growth rate (CAGR) of 5.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +16.9% | +21.1% | +4.2% |
| 2022 | +1.0% | +8.7% | +6.6% |
| 2021 | +1.9% | -12.7% | +14.7% |
| 2020 | -5.2% | -1.8% | +-0.0% |
| 2019 | +8.7% | +8.1% | +3.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| 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 Massachusetts Unit Nine Health & Welfare Fund with a Mission Score of 65 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: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Massachusetts Unit Nine Health & Welfare Fund allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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 $187K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation details are not provided in the available data, preventing an assessment of specific dollar amounts.
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 Massachusetts Unit Nine Health & Welfare Fund's IRS 990 filings:
- Lack of detailed program descriptions and impact metrics makes it difficult to assess effectiveness.
- Absence of executive compensation figures prevents a full financial transparency review.
Strengths
The following positive indicators were identified for Massachusetts Unit Nine Health & Welfare Fund:
- Consistent revenue generation, with 2023 revenue at $4,242,631.
- Positive net assets, growing to $4,616,147 in 2023, indicating financial stability.
- Expenses consistently below revenue in recent years, suggesting sound financial management.
Frequently Asked Questions about Massachusetts Unit Nine Health & Welfare Fund
Is Massachusetts Unit Nine Health & Welfare Fund a legitimate charity?
Massachusetts Unit Nine Health & Welfare Fund (EIN: 222610041) is a registered tax-exempt nonprofit based in Massachusetts. Our AI analysis gives it a Mission Score of 65/100. It has 13 years of IRS 990 filings on record. Total revenue: $5.3M. 2 red flags identified. 3 strengths noted. Financial health grade: A.
How does Massachusetts Unit Nine Health & Welfare Fund spend its money?
Massachusetts Unit Nine Health & Welfare Fund directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Massachusetts Unit Nine Health & Welfare Fund tax-deductible?
Massachusetts Unit Nine Health & Welfare Fund is registered as a tax-exempt nonprofit (EIN: 222610041). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Massachusetts Unit Nine Health & Welfare Fund's spending goes to programs?
Massachusetts Unit Nine Health & Welfare Fund directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Massachusetts Unit Nine Health & Welfare Fund located?
Massachusetts Unit Nine Health & Welfare Fund is headquartered in Boston, Massachusetts and files with the IRS under EIN 222610041.
How many years of IRS 990 filings does Massachusetts Unit Nine Health & Welfare Fund have?
Massachusetts Unit Nine Health & Welfare 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 $5.3M in total revenue.
What does Massachusetts Unit Nine Health & Welfare Fund do?
Massachusetts Unit Nine Health & Welfare Fund is a nonprofit organization in the Unknown sector, located in Boston, Massachusetts. It is classified under NTEE code Unknown.
How much revenue does Massachusetts Unit Nine Health & Welfare Fund have?
Massachusetts Unit Nine Health & Welfare Fund reported total revenue of $5,349,305. Based on 13 IRS 990 filings on record.
What are Massachusetts Unit Nine Health & Welfare Fund's total assets?
Massachusetts Unit Nine Health & Welfare Fund holds total assets of $5,663,151 as reported in IRS 990 filings.
Where is Massachusetts Unit Nine Health & Welfare Fund located?
Massachusetts Unit Nine Health & Welfare Fund is based in Boston, Massachusetts.
What is Massachusetts Unit Nine Health & Welfare Fund's EIN?
Massachusetts Unit Nine Health & Welfare Fund's Employer Identification Number (EIN) is 222610041. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Massachusetts Unit Nine Health & Welfare Fund?
Massachusetts Unit Nine Health & Welfare Fund is classified under NTEE code Unknown (Unknown).
Is Massachusetts Unit Nine Health & Welfare Fund a registered 501(c)(3)?
Massachusetts Unit Nine Health & Welfare Fund appears in IRS records (EIN: 222610041). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Massachusetts Unit Nine Health & Welfare Fund file IRS Form 990?
Yes, Massachusetts Unit Nine Health & Welfare Fund has 13 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Massachusetts Unit Nine Health & Welfare Fund's revenue in 2023?
In the 202312 filing period, Massachusetts Unit Nine Health & Welfare Fund reported total revenue of $4,242,631, total expenses of $4,055,422, and net assets of $4,616,147.
Is Massachusetts Unit Nine Health & Welfare Fund's revenue growing or declining?
Massachusetts Unit Nine Health & Welfare Fund's revenue is growing. Revenue went from $3,628,215 (202212) to $4,242,631 (202312), a +16.9% change. Based on 13 filings on record.
What is Massachusetts Unit Nine Health & Welfare Fund's most recent 990 filing?
The most recent IRS Form 990 filing for Massachusetts Unit Nine Health & Welfare Fund covers tax period 202312. It shows revenue of $4,242,631, expenses of $4,055,422, total assets of $4,616,147, and liabilities of N/A.
How much does Massachusetts Unit Nine Health & Welfare Fund spend on programs vs administration?
Based on IRS 990 analysis, Massachusetts Unit Nine Health & Welfare Fund allocates approximately 85% of expenses to program services, 10% to administrative costs, and 5% to fundraising. This indicates strong program focus.
Is Massachusetts Unit Nine Health & Welfare Fund a trustworthy charity?
Based on AI analysis of IRS 990 data, Massachusetts Unit Nine Health & Welfare Fund shows mixed signals. Mission Score: 65/100 (Good). 2 red flags identified. 3 strengths noted.
What are the red flags for Massachusetts Unit Nine Health & Welfare Fund?
The following concerns were identified: Lack of detailed program descriptions and impact metrics makes it difficult to assess effectiveness.. Absence of executive compensation figures prevents a full financial transparency review.. These flags are based on automated analysis of IRS 990 public filings and should be verified independently.
What are Massachusetts Unit Nine Health & Welfare Fund's strengths?
Positive indicators for Massachusetts Unit Nine Health & Welfare Fund include: Consistent revenue generation, with 2023 revenue at $4,242,631.. Positive net assets, growing to $4,616,147 in 2023, indicating financial stability.. Expenses consistently below revenue in recent years, suggesting sound financial management.. These findings are derived from AI analysis of the organization's financial filings.
How does Massachusetts Unit Nine Health & Welfare Fund compensate executives?
Executive compensation details are not provided in the available data, preventing an assessment of specific dollar amounts. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the 'Health & Welfare Fund' designation, what specific health and welfare services are provided to beneficiaries, and how are these programs measured for impact?
The provided data does not detail the specific health and welfare services offered or how their impact is measured. Further investigation into their program activities and reporting would be necessary.
How does the fund ensure that administrative and fundraising costs, estimated at 15% combined, are optimized to maximize resources for direct health and welfare benefits?
While the estimated administrative and fundraising costs are relatively low, the data does not provide specific strategies or policies the fund employs to optimize these expenses. A review of their internal financial policies would be required.
Filing History
IRS 990 filing history for Massachusetts Unit Nine Health & Welfare Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Massachusetts Unit Nine Health & Welfare Fund's revenue has grown by 79.8%, moving from $2.4M to $4.2M. Total assets increased by 109.1% over the same period, from $2.2M to $4.6M. Total functional expenses rose by 78.7%, from $2.3M to $4.1M. In its most recent filing year (2023), Massachusetts Unit Nine Health & Welfare Fund reported a surplus of $187K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $4.2M | $4.1M | $4.6M | $0 | — | — |
| 2022 | $3.6M | $3.3M | $4.4M | $0 | — | View 990 |
| 2021 | $3.6M | $3.1M | $4.2M | $0 | — | View 990 |
| 2020 | $3.5M | $3.5M | $3.6M | $0 | — | View 990 |
| 2019 | $3.7M | $3.6M | $3.6M | $0 | — | View 990 |
| 2018 | $3.4M | $3.3M | $3.5M | $0 | — | View 990 |
| 2017 | $4.1M | $3.3M | $3.4M | $0 | — | View 990 |
| 2016 | $3.2M | $3.2M | $2.6M | $0 | — | View 990 |
| 2015 | $3.2M | $3.1M | $2.5M | $0 | — | View 990 |
| 2014 | $2.7M | $2.9M | $2.5M | $0 | — | View 990 |
| 2013 | $3.0M | $2.7M | $2.7M | $0 | — | View 990 |
| 2012 | $2.7M | $2.4M | $2.4M | $0 | — | View 990 |
| 2011 | $2.4M | $2.3M | $2.2M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $4.2M, expenses of $4.1M, and assets of $4.6M (revenue +16.9% year-over-year).
- 2022: Revenue of $3.6M, expenses of $3.3M, and assets of $4.4M (revenue +1.0% year-over-year).
- 2021: Revenue of $3.6M, expenses of $3.1M, and assets of $4.2M (revenue +1.9% year-over-year).
- 2020: Revenue of $3.5M, expenses of $3.5M, and assets of $3.6M (revenue -5.2% year-over-year).
- 2019: Revenue of $3.7M, expenses of $3.6M, and assets of $3.6M (revenue +8.7% year-over-year).
- 2018: Revenue of $3.4M, expenses of $3.3M, and assets of $3.5M (revenue -17.2% year-over-year).
- 2017: Revenue of $4.1M, expenses of $3.3M, and assets of $3.4M (revenue +28.7% year-over-year).
- 2016: Revenue of $3.2M, expenses of $3.2M, and assets of $2.6M (revenue +1.7% year-over-year).
- 2015: Revenue of $3.2M, expenses of $3.1M, and assets of $2.5M (revenue +17.5% year-over-year).
- 2014: Revenue of $2.7M, expenses of $2.9M, and assets of $2.5M (revenue -10.6% year-over-year).
- 2013: Revenue of $3.0M, expenses of $2.7M, and assets of $2.7M (revenue +12.3% year-over-year).
- 2012: Revenue of $2.7M, expenses of $2.4M, and assets of $2.4M (revenue +13.4% year-over-year).
- 2011: Revenue of $2.4M, expenses of $2.3M, and assets of $2.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Massachusetts Unit Nine Health & Welfare Fund:
Data Sources and Methodology
This transparency report for Massachusetts Unit Nine 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.