Ufcw National Health And Welfare Fund
UFCW National Health and Welfare Fund: Stable Revenue, High Program Spending
EIN: 221458594 · Englewood, NJ · Updated: 2026-04-04
About Ufcw National Health And Welfare Fund
Ufcw National Health And Welfare Fund (EIN: 221458594) is a nonprofit organization based in Englewood, NJ. The organization reported total revenue of $160.9M and total assets of $170.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ufcw National Health And Welfare Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Ufcw National Health And 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: 90%
- fundraising: 5%
According to IRS 990 filings, Ufcw National Health And Welfare 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.
Executive Compensation Analysis
Executive compensation is not explicitly detailed in the provided data, preventing a specific assessment.
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 Ufcw National Health And Welfare Fund:
- Consistently high program spending, with 90% of expenses dedicated to programs in the most recent filing.
- Stable revenue generation over the past several years, indicating financial resilience.
- Healthy asset growth, with assets increasing from $99,221,531 in 2019 to $141,621,766 in 2023.
Frequently Asked Questions about Ufcw National Health And Welfare Fund
What does Ufcw National Health And Welfare Fund do?
Ufcw National Health And Welfare Fund is a nonprofit organization in the Unknown sector, located in Englewood, New Jersey. It is classified under NTEE code Unknown.
How much revenue does Ufcw National Health And Welfare Fund have?
Ufcw National Health And Welfare Fund reported total revenue of $160,854,413. Based on 13 IRS 990 filings on record.
What are Ufcw National Health And Welfare Fund's total assets?
Ufcw National Health And Welfare Fund holds total assets of $170,703,935 as reported in IRS 990 filings.
Where is Ufcw National Health And Welfare Fund located?
Ufcw National Health And Welfare Fund is based in Englewood, New Jersey.
What is Ufcw National Health And Welfare Fund's EIN?
Ufcw National Health And Welfare Fund's Employer Identification Number (EIN) is 221458594. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Ufcw National Health And Welfare Fund?
Ufcw National Health And Welfare Fund is classified under NTEE code Unknown (Unknown).
Is Ufcw National Health And Welfare Fund a registered 501(c)(3)?
Ufcw National Health And Welfare Fund appears in IRS records (EIN: 221458594). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Ufcw National Health And Welfare Fund file IRS Form 990?
Yes, Ufcw National Health And Welfare Fund has 13 IRS Form 990 filings on record. The most recent covers tax period 202309.
What was Ufcw National Health And Welfare Fund's revenue in 2023?
In the 202309 filing period, Ufcw National Health And Welfare Fund reported total revenue of $151,016,283, total expenses of $127,536,482, and net assets of $141,621,766.
Is Ufcw National Health And Welfare Fund's revenue growing or declining?
Ufcw National Health And Welfare Fund's revenue is relatively stable. Revenue went from $151,117,819 (202209) to $151,016,283 (202309), a -0.1% change. Based on 13 filings on record.
What is Ufcw National Health And Welfare Fund's most recent 990 filing?
The most recent IRS Form 990 filing for Ufcw National Health And Welfare Fund covers tax period 202309. It shows revenue of $151,016,283, expenses of $127,536,482, total assets of $141,621,766, and liabilities of $3,075,311.
How much does Ufcw National Health And Welfare Fund spend on programs vs administration?
Based on IRS 990 analysis, Ufcw National Health And Welfare Fund allocates approximately 90% of expenses to program services, 5% to administrative costs, and 5% to fundraising. This indicates strong program focus.
Is Ufcw National Health And Welfare Fund a trustworthy charity?
Based on AI analysis of IRS 990 data, Ufcw National Health And Welfare Fund appears trustworthy. Mission Score: 85/100 (Excellent). No red flags identified. 3 strengths noted.
What are Ufcw National Health And Welfare Fund's strengths?
Positive indicators for Ufcw National Health And Welfare Fund include: Consistently high program spending, with 90% of expenses dedicated to programs in the most recent filing.. Stable revenue generation over the past several years, indicating financial resilience.. Healthy asset growth, with assets increasing from $99,221,531 in 2019 to $141,621,766 in 2023.. These findings are derived from AI analysis of the organization's financial filings.
How does Ufcw National Health And Welfare Fund compensate executives?
Executive compensation is not explicitly detailed in the provided data, preventing a specific assessment. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the consistent 0% lobbying expenses, what strategies does the fund employ to advocate for its members' health and welfare without direct lobbying?
Without direct lobbying, the fund likely relies on collective bargaining, educational initiatives, and partnerships with other labor organizations or advocacy groups to advance its mission and support its members' health and welfare.
Filing History
IRS 990 filing history for Ufcw National Health And Welfare Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Ufcw National Health And Welfare Fund's revenue has grown by 85.8%, moving from $81.3M to $151.0M. Total assets increased by 339.6% over the same period, from $32.2M to $141.6M. Total functional expenses rose by 61.8%, from $78.8M to $127.5M. In its most recent filing year (2023), Ufcw National Health And Welfare Fund reported a surplus of $23.5M, with revenue exceeding expenses. The organization holds $3.1M in liabilities against $141.6M in assets (debt-to-asset ratio: 2.2%), resulting in net assets of $138.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. | |
|---|---|---|---|---|---|---|
| 2023 | $151.0M | $127.5M | $141.6M | $3.1M | — | View 990 |
| 2022 | $151.1M | $147.6M | $113.1M | $3.0M | — | View 990 |
| 2021 | $156.3M | $151.1M | $122.4M | $4.6M | — | View 990 |
| 2020 | $147.2M | $142.3M | $108.9M | $7.1M | — | View 990 |
| 2019 | $142.9M | $142.1M | $99.2M | $6.7M | — | View 990 |
| 2018 | $124.5M | $125.6M | $95.1M | $5.1M | — | View 990 |
| 2017 | $117.5M | $111.4M | $80.6M | $15K | — | View 990 |
| 2016 | $105.3M | $99.3M | $74.2M | $0 | — | View 990 |
| 2015 | $103.7M | $97.5M | $67.3M | $0 | — | View 990 |
| 2014 | $102.4M | $92.3M | $59.7M | $0 | — | View 990 |
| 2013 | $101.2M | $87.9M | $49.5M | $0 | — | View 990 |
| 2012 | $84.3M | $81.5M | $34.8M | $0 | — | View 990 |
| 2011 | $81.3M | $78.8M | $32.2M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $151.0M, expenses of $127.5M, and assets of $141.6M (revenue -0.1% year-over-year).
- 2022: Revenue of $151.1M, expenses of $147.6M, and assets of $113.1M (revenue -3.3% year-over-year).
- 2021: Revenue of $156.3M, expenses of $151.1M, and assets of $122.4M (revenue +6.1% year-over-year).
- 2020: Revenue of $147.2M, expenses of $142.3M, and assets of $108.9M (revenue +3.0% year-over-year).
- 2019: Revenue of $142.9M, expenses of $142.1M, and assets of $99.2M (revenue +14.9% year-over-year).
- 2018: Revenue of $124.5M, expenses of $125.6M, and assets of $95.1M (revenue +5.9% year-over-year).
- 2017: Revenue of $117.5M, expenses of $111.4M, and assets of $80.6M (revenue +11.6% year-over-year).
- 2016: Revenue of $105.3M, expenses of $99.3M, and assets of $74.2M (revenue +1.6% year-over-year).
- 2015: Revenue of $103.7M, expenses of $97.5M, and assets of $67.3M (revenue +1.3% year-over-year).
- 2014: Revenue of $102.4M, expenses of $92.3M, and assets of $59.7M (revenue +1.1% year-over-year).
- 2013: Revenue of $101.2M, expenses of $87.9M, and assets of $49.5M (revenue +20.1% year-over-year).
- 2012: Revenue of $84.3M, expenses of $81.5M, and assets of $34.8M (revenue +3.7% year-over-year).
- 2011: Revenue of $81.3M, expenses of $78.8M, and assets of $32.2M.
Data Sources and Methodology
This transparency report for Ufcw National Health And 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.