Uaw Umass Health & Welfare Tr Fund
EIN: 43538613 · Amherst, MA · NTEE: Y43
About Uaw Umass Health & Welfare Tr Fund
Uaw Umass Health & Welfare Tr Fund (EIN: 43538613) is a nonprofit organization based in Amherst, MA, classified under NTEE code Y43. The organization reported total revenue of $2.8M and total assets of $6.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Uaw Umass Health & Welfare Tr Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
AI Analysis Pending
AI enrichment for Uaw Umass Health & Welfare Tr Fund has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Uaw Umass Health & Welfare Tr Fund with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Filing History
IRS 990 filing history for Uaw Umass Health & Welfare Tr Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Uaw Umass Health & Welfare Tr Fund's revenue has grown by 91%, moving from $1.3M to $2.5M. Total assets increased by 63.4% over the same period, from $3.1M to $5.1M. Total functional expenses rose by 70.9%, from $1.5M to $2.6M. In its most recent filing year (2023), Uaw Umass Health & Welfare Tr Fund reported a deficit of $108K, with expenses exceeding revenue. The organization holds $618K in liabilities against $5.1M in assets (debt-to-asset ratio: 12.2%), resulting in net assets of $4.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. | |
|---|---|---|---|---|---|---|
| 2023 | $2.5M | $2.6M | $5.1M | $618K | — | View 990 |
| 2022 | $2.8M | $2.2M | $5.0M | $485K | — | View 990 |
| 2021 | $2.3M | $2.2M | $5.5M | $451K | — | View 990 |
| 2020 | $2.4M | $2.2M | $4.6M | $307K | — | View 990 |
| 2019 | $2.3M | $2.2M | $4.4M | $232K | — | View 990 |
| 2018 | $2.2M | $2.2M | $4.4M | $480K | — | View 990 |
| 2017 | $2.3M | $2.0M | $4.5M | $406K | — | — |
| 2016 | $1.7M | $1.8M | $3.9M | $230K | — | View 990 |
| 2015 | $2.1M | $1.8M | $4.0M | $164K | — | View 990 |
| 2014 | $1.7M | $1.6M | $4.0M | $193K | — | View 990 |
| 2013 | $1.7M | $1.5M | $3.7M | $131K | — | View 990 |
| 2012 | $1.7M | $1.5M | $3.4M | $268K | — | View 990 |
| 2011 | $1.3M | $1.5M | $3.1M | $154K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.5M, expenses of $2.6M, and assets of $5.1M (revenue -12.2% year-over-year).
- 2022: Revenue of $2.8M, expenses of $2.2M, and assets of $5.0M (revenue +21.3% year-over-year).
- 2021: Revenue of $2.3M, expenses of $2.2M, and assets of $5.5M (revenue -2.9% year-over-year).
- 2020: Revenue of $2.4M, expenses of $2.2M, and assets of $4.6M (revenue +3.8% year-over-year).
- 2019: Revenue of $2.3M, expenses of $2.2M, and assets of $4.4M (revenue +3.8% year-over-year).
- 2018: Revenue of $2.2M, expenses of $2.2M, and assets of $4.4M (revenue -2.4% year-over-year).
- 2017: Revenue of $2.3M, expenses of $2.0M, and assets of $4.5M (revenue +31.0% year-over-year).
- 2016: Revenue of $1.7M, expenses of $1.8M, and assets of $3.9M (revenue -19.0% year-over-year).
- 2015: Revenue of $2.1M, expenses of $1.8M, and assets of $4.0M (revenue +28.0% year-over-year).
- 2014: Revenue of $1.7M, expenses of $1.6M, and assets of $4.0M (revenue -1.4% year-over-year).
- 2013: Revenue of $1.7M, expenses of $1.5M, and assets of $3.7M (revenue -2.8% year-over-year).
- 2012: Revenue of $1.7M, expenses of $1.5M, and assets of $3.4M (revenue +34.9% year-over-year).
- 2011: Revenue of $1.3M, expenses of $1.5M, and assets of $3.1M.
Data Sources and Methodology
This transparency report for Uaw Umass Health & Welfare Tr 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.