Ufcw Tri State Health & Welfare Fund is a 501(c)(9) organization based in Mount Laurel, New Jersey, registered in 1968, with $44,235,187 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$44.2M
▲ 8.2% vs prior year
Expenses (FY2024)
$39.6M
Net assets
$51.3M
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 Tri State Health & Welfare 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 Tri State Health & Welfare Fund: 16 mo reserves · +10% 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 Tri State Health & Welfare 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 Tri State Health & Welfare Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $35.6M (FY2013) to $44.2M (FY2024) across 12 reported years.
Financial snapshot
Operating margin
10.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$57.7M
Total liabilities
$6.3M
Net assets
$51.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $44,235,187▲8.2% | $39,615,657▲22.6% | $51,345,140▲11.2% | $57,657,450▲12.8% | 990 |
| 2023 | $40,864,886▲7.1% | $32,316,186▲10.4% | $46,173,264▲25.5% | $51,119,661▲23.7% | 990 |
| 2022 | $38,151,525▲3.3% | $29,270,729▼3.5% | $36,793,670▲28.9% | $41,323,133▲24.8% | 990 |
| 2021 | $36,919,894▼0.3% | $30,338,510▲5.2% | $28,548,319▲30.7% | $33,102,113▲24.9% | 990 |
| 2020 | $37,035,675▼0.3% | $28,840,121▼9.3% | $21,834,566▲63.2% | $26,506,501▲41.1% | 990 |
| 2019 | $37,139,827▲6.6% | $31,811,738 | $13,380,661▲72.8% | $18,782,332▲43.5% | 990 |
| 2018 | $34,829,862▲4.8% | $31,819,462▲2.4% | $7,741,626▲59.5% | $13,089,917▲30.9% | 990 |
| 2017 | $33,229,154▼1.0% | $31,073,171▼3.5% | $4,852,750▲89.2% | $9,997,796▲30.9% | 990 |
| 2016 | $33,549,963▼5.6% | $32,194,533▼10.6% | $2,564,284▲122% | $7,640,147▲4.2% | 990 |
| 2015 | $35,545,087▲3.6% | $36,015,964▲3.6% | $1,156,825▼30.7% | $7,330,654▼11.1% | 990 |
| 2014 | $34,316,280▼3.7% | $34,751,709▼8.5% | $1,670,358▼16.0% | $8,248,066▼9.4% | 990 |
| 2013 | $35,628,175 | $37,981,598▲4.6% | $1,987,780▼52.4% | $9,100,008▼26.3% | 990 |
| 2012 | — | $36,315,645▲16.4% | $4,178,591▲2.9% | $12,339,299▲25.4% | 990 |
| 2011 | — | $31,204,652▲2.2% | $4,059,414▼17.8% | $9,841,046▼12.5% | 990 |
| 2010 | — | $30,544,576 | $4,935,472 | $11,242,024 | 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 Tri State Health & Welfare Fund (EIN 23-6449794) 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.