Social Service Employees Union Local 371 Welfare Fund

Social Service Employees Union Local 371 Welfare Fund consistently matches revenue with expenses, operating as a pass-through entity with no reported officer compensation.

EIN: 136194130 · New York, NY · Updated: 2026-03-28

$23.4MRevenue
$4.1MAssets
85/100Mission Score (Excellent)
Social Service Employees Union Local 371 Welfare Fund Financial Summary
MetricValue
Total Revenue$23.4M
Total Expenses$22.4M
Program Spending95%
Net Assets$0
Transparency Score85/100

Is Social Service Employees Union Local 371 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 →

Social Service Employees Union Local 371 Welfare Fund directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Social Service Employees Union Local 371 Welfare Fund

Social Service Employees Union Local 371 Welfare Fund (EIN: 136194130) is a nonprofit organization based in New York, NY. The organization reported total revenue of $23.4M and total assets of $4.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Social Service Employees Union Local 371 Welfare Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

60Years Operating
LargeSize Classification
13Years of Filings
MixedRevenue Trajectory

Social Service Employees Union Local 371 Welfare Fund is a large nonprofit that has been operating for 60 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$22.4M
Total Expenses$22.4M
Surplus / Deficit+$0
Total Assets$2.4M
Total Liabilities$2.4M
Net Assets$0
Operating Margin0.0%
Debt-to-Asset Ratio100.0%
Months of Reserves1.3 months

Financial Health Grade: C

In 2023, Social Service Employees Union Local 371 Welfare Fund reported a surplus of $0 with revenue exceeding expenses, holds 1.3 months of operating reserves (limited), has a debt-to-asset ratio of 100.0% (high leverage).

Financial Trends

Over 13 years of filings (2011–2023), Social Service Employees Union Local 371 Welfare Fund's revenue has grown at a compound annual growth rate (CAGR) of 0.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023-3.1%-3.1%-38.6%
2022-0.4%-0.4%+7.9%
2021+11.7%+11.7%+30.6%
2020+1.3%+1.3%-3.4%
2019+11.1%+11.1%+11.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1966

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

AI Transparency Report

The Social Service Employees Union Local 371 Welfare Fund demonstrates consistent financial operations, with revenues closely matching expenses across all reported periods. For instance, in the 202306 period, both revenue and expenses were $22,448,159, indicating a pass-through or direct benefit distribution model rather than accumulating significant reserves. This operational model suggests a focus on distributing funds directly to beneficiaries as they are received, which can be a sign of efficiency in its specific function as a welfare fund. The organization's assets and liabilities are consistently equal, as seen in the 202306 period where both were $2,389,512. This indicates that the fund operates with minimal net assets, holding funds primarily to cover immediate obligations. While this structure is typical for welfare funds, it means there isn't a large endowment or unrestricted fund balance to provide long-term financial stability beyond the incoming contributions. The absence of reported officer compensation across all filings also points to a lean administrative structure, or that compensation for administrative services is handled through other means not reported as direct officer compensation on the 990, which is common for union-affiliated welfare funds. Overall, the fund appears to be financially stable within its operational model, effectively managing and distributing its substantial revenue. Its transparency is good in terms of consistent reporting and clear financial matching, but without a detailed breakdown of program vs. administrative expenses, a full assessment of spending efficiency is limited. However, the zero officer compensation is a strong indicator of low overhead in that specific area.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Social Service Employees Union Local 371 Welfare 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: 95%
  • fundraising: 0%

According to IRS 990 filings, Social Service Employees Union Local 371 Welfare Fund allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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:

$22.4MTotal Revenue
$22.4MTotal Expenses
$2.4MTotal Assets
$2.4MTotal Liabilities
$0Net Assets
  • The organization reported a surplus of $0, with revenue exceeding expenses.
  • Debt-to-asset ratio: 100.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, suggesting that the fund either has no paid officers or that their compensation is covered by the parent union or another entity, which is a common practice for union welfare funds. This indicates very low direct overhead in terms of executive salaries for the welfare fund itself.

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 Social Service Employees Union Local 371 Welfare Fund's IRS 990 filings:

  • Lack of detailed expense breakdown on 990s to fully assess program vs. administrative spending beyond officer compensation.

Strengths

The following positive indicators were identified for Social Service Employees Union Local 371 Welfare Fund:

  • Consistent matching of revenue and expenses, indicating efficient fund distribution.
  • Zero reported officer compensation, suggesting low direct administrative overhead in this area.
  • Stable and substantial revenue stream, with latest revenue at $23,433,177.
  • Clear financial reporting with assets consistently equaling liabilities, typical for a well-managed welfare fund.

Frequently Asked Questions about Social Service Employees Union Local 371 Welfare Fund

Is Social Service Employees Union Local 371 Welfare Fund a legitimate charity?

Social Service Employees Union Local 371 Welfare Fund (EIN: 136194130) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $23.4M. 1 red flag identified. 4 strengths noted. Financial health grade: C.

How does Social Service Employees Union Local 371 Welfare Fund spend its money?

Social Service Employees Union Local 371 Welfare Fund directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Social Service Employees Union Local 371 Welfare Fund tax-deductible?

Social Service Employees Union Local 371 Welfare Fund is registered as a tax-exempt nonprofit (EIN: 136194130). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Social Service Employees Union Local 371 Welfare Fund located?

Social Service Employees Union Local 371 Welfare Fund is headquartered in New York, New York and files with the IRS under EIN 136194130.

How many years of IRS 990 filings does Social Service Employees Union Local 371 Welfare Fund have?

Social Service Employees Union Local 371 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 $23.4M in total revenue.

Is the Social Service Employees Union Local 371 Welfare Fund financially stable?

Yes, the fund appears financially stable within its operational model, consistently matching its substantial revenue with expenses, indicating effective management of incoming funds for distribution. For example, in 202306, revenue and expenses were both $22,448,159.

How does the fund manage its assets and liabilities?

The fund consistently reports equal assets and liabilities across all periods (e.g., $2,389,512 for both in 202306), suggesting it operates with minimal net assets and holds funds primarily to cover immediate obligations, typical for a welfare fund.

Does the fund pay its officers?

No officer compensation is reported in any of the available IRS 990 filings, indicating that officers are either unpaid or compensated through other means not directly reported by the welfare fund itself.

What is the primary financial characteristic of this organization?

The primary financial characteristic is its consistent pass-through nature, where revenue almost perfectly equals expenses each year (e.g., $22,448,159 revenue and expenses in 202306), indicating direct distribution of funds rather than accumulation.

Filing History

IRS 990 filing history for Social Service Employees Union Local 371 Welfare Fund showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Social Service Employees Union Local 371 Welfare Fund's revenue has grown by 1.9%, moving from $22.0M to $22.4M. Total assets decreased by 3.5% over the same period, from $2.5M to $2.4M. Total functional expenses rose by 1.9%, from $22.0M to $22.4M. In its most recent filing year (2023), Social Service Employees Union Local 371 Welfare Fund reported a surplus of $0, with revenue exceeding expenses. The organization holds $2.4M in liabilities against $2.4M in assets (debt-to-asset ratio: 100.0%), resulting in net assets of $0.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $22.4M $22.4M $2.4M $2.4M View 990
2022 $23.2M $23.2M $3.9M $3.9M View 990
2021 $23.2M $23.2M $3.6M $3.6M
2020 $20.8M $20.8M $2.8M $2.8M
2019 $20.5M $20.5M $2.9M $2.9M View 990
2018 $18.5M $18.5M $2.6M $2.6M View 990
2017 $18.5M $18.5M $2.6M $2.6M View 990
2016 $18.6M $18.6M $3.4M $3.4M View 990
2015 $20.2M $20.2M $3.4M $3.4M View 990
2014 $21.7M $21.7M $3.1M $3.1M View 990
2013 $22.0M $22.0M $2.6M $2.6M View 990
2012 $22.5M $22.5M $2.6M $2.6M View 990
2011 $22.0M $22.0M $2.5M $2.5M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $22.4M, expenses of $22.4M, and assets of $2.4M (revenue -3.1% year-over-year).
  • 2022: Revenue of $23.2M, expenses of $23.2M, and assets of $3.9M (revenue -0.4% year-over-year).
  • 2021: Revenue of $23.2M, expenses of $23.2M, and assets of $3.6M (revenue +11.7% year-over-year).
  • 2020: Revenue of $20.8M, expenses of $20.8M, and assets of $2.8M (revenue +1.3% year-over-year).
  • 2019: Revenue of $20.5M, expenses of $20.5M, and assets of $2.9M (revenue +11.1% year-over-year).
  • 2018: Revenue of $18.5M, expenses of $18.5M, and assets of $2.6M (revenue -0.1% year-over-year).
  • 2017: Revenue of $18.5M, expenses of $18.5M, and assets of $2.6M (revenue -0.3% year-over-year).
  • 2016: Revenue of $18.6M, expenses of $18.6M, and assets of $3.4M (revenue -7.9% year-over-year).
  • 2015: Revenue of $20.2M, expenses of $20.2M, and assets of $3.4M (revenue -7.2% year-over-year).
  • 2014: Revenue of $21.7M, expenses of $21.7M, and assets of $3.1M (revenue -1.2% year-over-year).
  • 2013: Revenue of $22.0M, expenses of $22.0M, and assets of $2.6M (revenue -2.3% year-over-year).
  • 2012: Revenue of $22.5M, expenses of $22.5M, and assets of $2.6M (revenue +2.1% year-over-year).
  • 2011: Revenue of $22.0M, expenses of $22.0M, and assets of $2.5M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Social Service Employees Union Local 371 Welfare Fund:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Social Service Employees Union Local 371 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.

Other Nonprofits in New York

Explore more nonprofits based in New York with AI-powered transparency reports.

View all New York nonprofits →

Explore Related Nonprofits

Browse by State