Ufcw Unions & Partcipating Employers Health and Welfare Fund is a 501(c)(9) organization based in Mount Laurel, New Jersey, registered in 2004, with $49,017,734 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$49.0M
▲ 5.4% vs prior year
Membership median: $185K
Expenses (FY2023)
$46.7M
Net assets
$42.0M
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 Unions & Partcipating Employers Health and 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 Unions & Partcipating Employers Health and Welfare Fund: 11 mo reserves · +5% 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 Unions & Partcipating Employers Health and 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 Unions & Partcipating Employers Health and Welfare Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $45.6M (FY2013) to $49.0M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
4.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$52.7M
Total liabilities
$10.7M
Net assets
$42.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $49,017,734▲5.4% | $46,725,814▼1.1% | $42,027,551▲12.4% | $52,746,573▲12.9% | 990 |
| 2022 | $46,518,782▲1.8% | $47,221,802▲14.7% | $37,384,065▼3.5% | $46,733,989▲1.6% | 990 |
| 2021 | $45,702,034▼3.4% | $41,176,714▼7.6% | $38,742,254▲13.2% | $45,983,131▲3.9% | 990 |
| 2020 | $47,301,104▼2.7% | $44,547,268▲7.9% | $34,216,934▲8.8% | $44,246,028▲10.7% | 990 |
| 2019 | $48,594,820▲0.2% | $41,277,506▼5.3% | $31,463,098▲30.3% | $39,971,673▲22.1% | 990 |
| 2018 | $48,497,754▲0.5% | $43,575,271▼1.6% | $24,145,784▲25.6% | $32,741,384▲13.1% | 990 |
| 2017 | $48,250,746▼1.2% | $44,302,818▼2.4% | $19,223,301▲25.8% | $28,940,208▲22.4% | 990 |
| 2016 | $48,815,791▼0.8% | $45,403,669▼0.3% | $15,275,373▲28.8% | $23,644,327▲13.0% | 990 |
| 2015 | $49,190,145▲2.1% | $45,538,508▲6.7% | $11,863,251▲44.5% | $20,921,460▲41.5% | 990 |
| 2014 | $48,201,041▲5.7% | $42,681,312▼5.6% | $8,211,614▲205% | $14,783,380▲45.2% | 990 |
| 2013 | $45,606,600 | $45,209,886▲5.2% | $2,691,885▲17.3% | $10,181,530▲17.7% | 990 |
| 2012 | — | $42,969,856▲2.0% | $2,295,171▼36.9% | $8,654,075▼33.6% | 990 |
| 2011 | — | $42,125,065▲21.4% | $3,639,159▼53.9% | $13,030,768▼8.0% | 990 |
| 2010 | — | $34,695,418▲11.6% | $7,890,738▲13.8% | $14,165,673▼1.4% | 990 |
| 2009 | — | $31,101,138 | $6,935,757 | $14,364,919 | 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 Unions & Partcipating Employers Health and Welfare Fund (EIN 01-0749311) 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.