Ufcw Hawaii Food Employers Health And Welfare Tr Fund

UFCW Hawaii Health And Welfare Fund shows consistent revenue growth and strong asset accumulation with no reported officer compensation.

EIN: 10757287 · Honolulu, HI · NTEE: Y43 · Updated: 2026-03-27

$26.8MRevenue
$23.4MGross Revenue
$26.8MAssets
85/100Mission Score (Excellent)
Y43
Ufcw Hawaii Food Employers Health And Welfare Tr Fund Financial Summary
MetricValue
Total Revenue$26.8M
Total Expenses$18.7M
Program Spending90%
CEO/Top Officer Pay$23.5
Net Assets$17.2M
Transparency Score85/100

Is Ufcw Hawaii Food Employers Health And Welfare Tr 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 →

Ufcw Hawaii Food Employers Health And Welfare Tr Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Ufcw Hawaii Food Employers Health And Welfare Tr Fund

Ufcw Hawaii Food Employers Health And Welfare Tr Fund (EIN: 10757287) is a nonprofit organization based in Honolulu, HI, classified under NTEE code Y43. The organization reported total revenue of $26.8M and total assets of $26.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ufcw Hawaii Food Employers Health And Welfare Tr Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
LargeSize Classification
13Years of Filings
GrowingRevenue Trajectory

Ufcw Hawaii Food Employers Health And Welfare Tr Fund is a large nonprofit that has been operating for 21 years, with 13 years of IRS 990 filings on record (2011–2023). 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$23.5M
Total Expenses$18.7M
Surplus / Deficit+$4.8M
Total Assets$21.5M
Total Liabilities$4.3M
Net Assets$17.2M
Operating Margin20.5%
Debt-to-Asset Ratio20.0%
Months of Reserves13.8 months

Financial Health Grade: A

In 2023, Ufcw Hawaii Food Employers Health And Welfare Tr Fund reported a surplus of $4.8M with revenue exceeding expenses, holds 13.8 months of operating reserves (strong position), has a debt-to-asset ratio of 20.0% (moderate leverage).

Financial Trends

Over 13 years of filings (2011–2023), Ufcw Hawaii Food Employers Health And Welfare Tr Fund's revenue has grown at a compound annual growth rate (CAGR) of 7.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+11.4%-7.2%+26.8%
2022+2.6%+25.9%+10.6%
2021+4.1%+1.1%+33.4%
2020+10.4%-12.9%+42.5%
2019+11.2%+8.1%+2.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

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

AI Transparency Report

The UFCW Hawaii Food Employers Health And Welfare Tr Fund demonstrates consistent financial growth, with revenue increasing from $10.9 million in 2014 to $23.5 million in 2023. The organization consistently maintains a healthy asset base, growing from $9.9 million to $21.5 million over the same period, indicating strong financial stewardship. Their liabilities have remained manageable relative to assets, suggesting good financial stability. Spending efficiency appears strong, as the fund consistently spends a significant portion of its expenses on program services, which is typical for a health and welfare trust. For instance, in 2023, with revenues of $23.5 million and expenses of $18.6 million, the fund generated a surplus, contributing to its asset growth. The absence of reported officer compensation further enhances its perceived efficiency and commitment to its beneficiaries. Transparency is generally good, with consistent IRS 990 filings over 13 periods. The clear reporting of revenue, expenses, assets, and liabilities allows for a straightforward assessment of its financial operations. The lack of reported officer compensation simplifies the analysis of executive remuneration, indicating that the fund's operational costs are primarily directed towards its core mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Ufcw Hawaii Food Employers Health And Welfare Tr 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

According to IRS 990 filings, Ufcw Hawaii Food Employers Health And Welfare Tr 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:

$23.5MTotal Revenue
$18.7MTotal Expenses
$21.5MTotal Assets
$4.3MTotal Liabilities
$17.2MNet Assets

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, indicating that executive leadership is either unpaid or compensated through other means not categorized as officer compensation on the 990, which is highly unusual for an organization of this size ($23.5 million revenue in 2023).

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 Ufcw Hawaii Food Employers Health And Welfare Tr Fund's IRS 990 filings:

Strengths

The following positive indicators were identified for Ufcw Hawaii Food Employers Health And Welfare Tr Fund:

Frequently Asked Questions about Ufcw Hawaii Food Employers Health And Welfare Tr Fund

Is Ufcw Hawaii Food Employers Health And Welfare Tr Fund a legitimate charity?

Based on AI analysis of IRS 990 filings, Ufcw Hawaii Food Employers Health And Welfare Tr Fund (EIN: 10757287) some concerns. Mission Score: 85/100. 1 red flag identified, 5 strengths noted.

How does Ufcw Hawaii Food Employers Health And Welfare Tr Fund spend its money?

Ufcw Hawaii Food Employers Health And Welfare Tr Fund directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Ufcw Hawaii Food Employers Health And Welfare Tr Fund tax-deductible?

Ufcw Hawaii Food Employers Health And Welfare Tr Fund is registered as a tax-exempt nonprofit (EIN: 10757287). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Ufcw Hawaii Food Employers Health And Welfare Tr Fund CEO make?

Ufcw Hawaii Food Employers Health And Welfare Tr Fund's highest-compensated officer earns $23.5 annually. The organization reported $26.8M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Ufcw Hawaii Food Employers Health And Welfare Tr Fund compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Ufcw Hawaii Food Employers Health And Welfare Tr Fund is above average for NTEE category Y43 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Ufcw Hawaii Food Employers Health And Welfare Tr Fund located?

Ufcw Hawaii Food Employers Health And Welfare Tr Fund is headquartered in Honolulu, Hawaii and files with the IRS under EIN 10757287. It is classified under NTEE code Y43.

How many years of IRS 990 filings does Ufcw Hawaii Food Employers Health And Welfare Tr Fund have?

Ufcw Hawaii Food Employers Health And Welfare Tr 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 $26.8M in total revenue.

Is UFCW Hawaii Food Employers Health And Welfare Tr Fund a good charity?

Based on the available financial data, the fund appears to be a well-managed entity with consistent revenue growth, strong asset accumulation, and no reported officer compensation, suggesting a high degree of financial efficiency and dedication to its purpose as a health and welfare trust.

How does the fund manage its expenses?

The fund consistently manages its expenses below its revenue, leading to annual surpluses that contribute to its growing asset base. For example, in 2023, expenses were $18.6 million against $23.5 million in revenue, demonstrating effective cost management.

What is the trend in the fund's financial health?

The fund shows a strong positive trend in financial health, with revenue more than doubling from $10.9 million in 2014 to $23.5 million in 2023, and assets growing from $9.9 million to $21.5 million over the same period, indicating robust and sustained growth.

Why is there no officer compensation reported?

The IRS 990 filings consistently report 0% officer compensation. This could mean that officers are volunteers, compensated by a related entity, or that their compensation is categorized differently within the expense structure, which warrants further inquiry for complete transparency.

Filing History

IRS 990 filing history for Ufcw Hawaii Food Employers Health And Welfare Tr Fund showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Ufcw Hawaii Food Employers Health And Welfare Tr Fund's revenue has grown by 149.6%, moving from $9.4M to $23.5M. Total assets increased by 90.3% over the same period, from $11.3M to $21.5M. Total functional expenses rose by 78.1%, from $10.5M to $18.7M. In its most recent filing year (2023), Ufcw Hawaii Food Employers Health And Welfare Tr Fund reported a surplus of $4.8M, with revenue exceeding expenses. The organization holds $4.3M in liabilities against $21.5M in assets (debt-to-asset ratio: 20.0%), resulting in net assets of $17.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $23.5M $18.7M $21.5M $4.3M
2022 $21.1M $20.1M $17.0M $4.8M
2021 $20.6M $16.0M $15.4M $3.7M View 990
2020 $19.8M $15.8M $11.5M $4.4M View 990
2019 $17.9M $18.2M $8.1M $4.9M View 990
2018 $16.1M $16.8M $7.9M $4.5M View 990
2017 $14.6M $16.6M $9.0M $4.9M View 990
2016 $13.8M $14.4M $10.1M $4.0M View 990
2015 $12.6M $13.2M $10.0M $3.3M View 990
2014 $10.9M $10.7M $9.9M $2.5M View 990
2013 $10.8M $13.9M $9.9M $2.7M View 990
2012 $10.0M $10.9M $10.4M $20K View 990
2011 $9.4M $10.5M $11.3M $16K View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Ufcw Hawaii Food Employers Health And Welfare Tr 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 Ufcw Hawaii Food Employers Health And 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.

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