Ufcw & Employers Health & Welfare T Rust Fund is a 501(c)(9) organization based in Pembroke Pnes, Florida, registered in 1960, with $18,255,293 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$18.3M
▼ 3.8% vs prior year
Expenses (FY2024)
$13.0M
Net assets
$41.7M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Ufcw & Employers Health & Welfare T Rust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Ufcw & Employers Health & Welfare T Rust Fund: 38 mo reserves · +29% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Ufcw & Employers Health & Welfare T Rust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Ufcw & Employers Health & Welfare T Rust Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $16.1M (FY2013) to $18.3M (FY2024) across 11 reported years.
Financial snapshot
Operating margin
28.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$41.8M
Total liabilities
$67K
Net assets
$41.7M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $18,255,293▼3.8% | $13,007,961▼3.5% | $41,712,661▲20.6% | $41,780,126▲20.7% | 990 |
| 2023 | $18,980,449▼2.3% | $13,480,230▲3.6% | $34,577,232▲25.7% | $34,614,608▲25.6% | 990 |
| 2022 | $19,425,231▲3.3% | $13,011,086▼0.3% | $27,503,406▲24.9% | $27,556,156▲22.2% | 990 |
| 2021 | $18,806,803▲0.3% | $13,044,090▲5.8% | $22,026,723▲37.3% | $22,540,829▲39.0% | 990 |
| 2020 | $18,749,263▼0.3% | $12,327,079▼15.9% | $16,047,988▲72.7% | $16,217,156▲57.0% | 990 |
| 2019 | $18,812,057▲12.8% | $14,659,969▼21.7% | $9,294,732▲87.4% | $10,327,134▲51.2% | 990 |
| 2018 | $16,670,210▼26.0% | $18,721,328▲1.9% | $4,959,184▼30.3% | $6,831,964▼30.6% | 990 |
| 2017 | $22,528,161▲20.5% | $18,363,248▼18.7% | $7,112,314▲511% | $9,849,745▲142% | 990 |
| 2015 | $18,692,591▲12.4% | $22,590,229▲7.2% | -$1,730,036▼178% | $4,070,263▼27.1% | 990 |
| 2014 | $16,626,262▲3.2% | $21,064,515▲10.1% | $2,217,261▼67.6% | $5,583,376▼21.9% | 990 |
| 2013 | $16,112,536 | $19,138,161▼0.7% | $6,836,669▼30.7% | $7,152,191▼28.4% | 990 |
| 2012 | — | $19,278,165▲6.1% | $9,862,294▼23.0% | $9,989,125▼23.2% | 990 |
| 2011 | — | $18,170,705▲2.3% | $12,802,383▼15.8% | $13,013,092▼15.5% | 990 |
| 2010 | — | $17,764,322 | $15,206,473 | $15,403,680 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Ufcw & Employers Health & Welfare T Rust Fund (EIN 43-0797957) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.