United Food And Commercial Workers Local 152 Health And Welfare Fund

UFCW Local 152 Health And Welfare Fund consistently generates over $100M in revenue with no reported officer compensation.

EIN: 210681336 · Mount Laurel, NJ · Updated: 2026-03-28

$130.3MRevenue
$93.0MAssets
95/100Mission Score (Excellent)
United Food And Commercial Workers Local 152 Health And Welfare Fund Financial Summary
MetricValue
Total Revenue$130.3M
Total Expenses$111.4M
Program Spending95%
Net Assets$66.3M
Transparency Score95/100

Is United Food And Commercial Workers Local 152 Health And 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 →

United Food And Commercial Workers Local 152 Health And Welfare Fund directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About United Food And Commercial Workers Local 152 Health And Welfare Fund

United Food And Commercial Workers Local 152 Health And Welfare Fund (EIN: 210681336) is a nonprofit organization based in Mount Laurel, NJ. The organization reported total revenue of $130.3M and total assets of $93.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of United Food And Commercial Workers Local 152 Health And Welfare Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

27Years Operating
MajorSize Classification
13Years of Filings
MixedRevenue Trajectory

United Food And Commercial Workers Local 152 Health And Welfare Fund is a major nonprofit that has been operating for 27 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$122.4M
Total Expenses$111.4M
Surplus / Deficit+$11.0M
Total Assets$77.6M
Total Liabilities$11.3M
Net Assets$66.3M
Operating Margin9.0%
Debt-to-Asset Ratio14.6%
Months of Reserves8.4 months

Financial Health Grade: A

In 2023, United Food And Commercial Workers Local 152 Health And Welfare Fund reported a surplus of $11.0M with revenue exceeding expenses, holds 8.4 months of operating reserves (strong position), has a debt-to-asset ratio of 14.6% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), United Food And Commercial Workers Local 152 Health And Welfare Fund's revenue has grown at a compound annual growth rate (CAGR) of 2.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023-1.5%-1.0%+22.3%
2022-0.9%-7.4%+12.0%
2021-4.5%-1.0%+14.0%
2020+2.5%-0.3%+24.0%
2019+6.7%+5.7%+15.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1999

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

AI Transparency Report

The United Food And Commercial Workers Local 152 Health And Welfare Fund appears to be a well-managed organization focused on its primary purpose, likely providing health and welfare benefits to its members. Its financial health is robust, with consistent revenue streams exceeding $100 million annually and a healthy growth in assets, reaching $92,997,477 in the latest period. The organization consistently operates with a surplus, as seen in 202312 where revenue of $122,356,853 significantly outpaced expenses of $111,363,337, indicating sound financial management and the ability to build reserves. Spending efficiency is high, with a substantial portion of expenses dedicated to program services, which is typical for a health and welfare fund. The consistent growth in assets and relatively stable liabilities suggest prudent financial stewardship. The absence of reported officer compensation across all available filings indicates a strong commitment to directing funds towards the organization's mission rather than executive salaries, which is a positive indicator of transparency and ethical financial practices. Overall, the fund demonstrates strong financial stability and efficiency. Its consistent revenue, controlled expenses, and lack of reported officer compensation point to a transparent and mission-driven operation. The increasing asset base provides a strong foundation for future benefit provisions.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates United Food And Commercial Workers Local 152 Health And Welfare Fund with a Mission Score of 95 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, United Food And Commercial Workers Local 152 Health And 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:

$122.4MTotal Revenue
$111.4MTotal Expenses
$77.6MTotal Assets
$11.3MTotal Liabilities
$66.3MNet Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to officers, which is highly unusual and suggests a strong commitment to directing all funds towards the organization's primary purpose.

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 United Food And Commercial Workers Local 152 Health And Welfare Fund's IRS 990 filings:

Strengths

The following positive indicators were identified for United Food And Commercial Workers Local 152 Health And Welfare Fund:

Frequently Asked Questions about United Food And Commercial Workers Local 152 Health And Welfare Fund

Is United Food And Commercial Workers Local 152 Health And Welfare Fund a legitimate charity?

Based on AI analysis of IRS 990 filings, United Food And Commercial Workers Local 152 Health And Welfare Fund (EIN: 210681336) some concerns. Mission Score: 95/100. 1 red flag identified, 5 strengths noted.

How does United Food And Commercial Workers Local 152 Health And Welfare Fund spend its money?

United Food And Commercial Workers Local 152 Health And Welfare Fund directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to United Food And Commercial Workers Local 152 Health And Welfare Fund tax-deductible?

United Food And Commercial Workers Local 152 Health And Welfare Fund is registered as a tax-exempt nonprofit (EIN: 210681336). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is United Food And Commercial Workers Local 152 Health And Welfare Fund located?

United Food And Commercial Workers Local 152 Health And Welfare Fund is headquartered in Mount Laurel, New Jersey and files with the IRS under EIN 210681336.

How many years of IRS 990 filings does United Food And Commercial Workers Local 152 Health And Welfare Fund have?

United Food And Commercial Workers Local 152 Health And 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 $130.3M in total revenue.

Is the United Food And Commercial Workers Local 152 Health And Welfare Fund financially stable?

Yes, the fund is financially stable, consistently generating over $100 million in revenue annually and maintaining a surplus, as evidenced by its latest revenue of $130,331,437 and growing assets of $92,997,477.

How much of the fund's money goes to executive salaries?

Based on the IRS 990 filings, the fund reports 0% officer compensation across all available periods, meaning no salaries are paid to officers.

Are the fund's assets growing?

Yes, the fund's assets have shown consistent growth, increasing from $19,061,606 in 2014 to $92,997,477 in the latest period, indicating strong financial health and accumulation of reserves.

Filing History

IRS 990 filing history for United Food And Commercial Workers Local 152 Health And Welfare Fund showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), United Food And Commercial Workers Local 152 Health And Welfare Fund's revenue has grown by 30%, moving from $94.1M to $122.4M. Total assets increased by 123.9% over the same period, from $34.6M to $77.6M. Total functional expenses rose by 18.6%, from $93.9M to $111.4M. In its most recent filing year (2023), United Food And Commercial Workers Local 152 Health And Welfare Fund reported a surplus of $11.0M, with revenue exceeding expenses. The organization holds $11.3M in liabilities against $77.6M in assets (debt-to-asset ratio: 14.6%), resulting in net assets of $66.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $122.4M $111.4M $77.6M $11.3M
2022 $124.3M $112.5M $63.4M $11.1M View 990
2021 $125.4M $121.4M $56.7M $13.5M View 990
2020 $131.3M $122.7M $49.7M $11.8M View 990
2019 $128.2M $123.1M $40.1M $899K
2018 $120.2M $116.5M $34.6M $1.8M View 990
2017 $119.4M $114.6M $32.1M $2.4M View 990
2016 $112.4M $103.8M $27.4M $3.3M View 990
2015 $111.7M $111.7M $19.2M $3.9M View 990
2014 $107.5M $109.7M $19.1M $3.7M View 990
2013 $106.0M $109.5M $21.3M $4.0M View 990
2012 $100.4M $110.7M $23.4M $2.9M View 990
2011 $94.1M $93.9M $34.6M $4.2M View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for United Food And Commercial Workers Local 152 Health And 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 United Food And Commercial Workers Local 152 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.

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