United Food & Commercial Workers Union-employer Hlth & Welfare Fund
501(c)(9)
Strong reserves
United Food & Commercial Workers Union-employer Hlth & Welfare Fund is a 501(c)(9) organization based in Broadview Hts, Ohio, registered in 1959, with $127,845,439 in FY2023 revenue.
9199 Market Pl Ste 1, Broadview Hts, OH, 44147 EIN 34-6726563 Since 1959
Revenue (FY2023)
$127.8M
▲ 2.2% vs prior year
Expenses (FY2023)
$114.8M
Net assets
$87.9M
Employees
24
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
★★★★
Rated on 3 of 4 criteria — the rest aren't reported in this filing type.
Capped at A — the top grade requires the fuller disclosure of a complete Form 990.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
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 United Food & Commercial Workers Union-employer Hlth & 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 →
AFinancial health25% of the rating9 mo reserves · +10% margin
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 United Food & Commercial Workers Union-employer Hlth & Welfare Fund: 9 mo reserves · +10% margin earns a A on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
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. For United Food & Commercial Workers Union-employer Hlth & Welfare Fund: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
A+Transparency10% of the rating5 of 5 disclosure signals
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 United Food & Commercial Workers Union-employer Hlth & Welfare Fund: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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Mission
Provide health and welfare benefits to participants
What they do
Paid prescription program- the fund has contracted with caremark to provide a program for prescription drugs. the program requires members to pay 20- 30% towards each prescription. also some members receive reimbursements through major medical. approximately 12,000 members are covered under this plan.
Eye care program. the fund provides vision benefits through direct reimbursement or with various providers. the program provides a fully paid eye care program to approximately 16,000 members. this program provides a free eye examination and a pair of glasses every 24 months for adults and every 12 months for children.
To provide affordable health care for its members
Contact & location
- Address
- 9199 Market Pl Ste 1, Broadview Hts, OH, 44147
- City
- Broadview Hts
- State
- Ohio
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $113.7M (FY2013) to $127.8M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $29.5MNet assets $87.9M
Operating margin
10.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$117.5M
Total liabilities
$29.5M
Net assets
$87.9M
Salaries & benefits
$1.7M
1% of expenses
Board members
8
8 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $127,845,439▲2.2% | $114,794,424▼4.7% | $87,934,056▲39.7% | $117,476,779▲30.5% | 990 |
| 2022 | $125,102,821▲4.7% | $120,482,215▲4.6% | $62,926,801▲28.7% | $90,040,152▲10.6% | 990 |
| 2021 | $119,500,989▼2.0% | $115,229,389▼11.4% | $48,882,724▼18.6% | $81,396,996▼12.5% | 990 |
| 2020 | $121,893,833▲2.8% | $130,099,529▲7.7% | $60,070,594▲4.7% | $93,075,703▼3.3% | 990 |
| 2019 | $118,535,736▼2.4% | $120,827,259▼0.5% | $57,372,650▲1.4% | $96,238,363▲12.1% | 990 |
| 2018 | $121,503,045▼2.3% | $121,485,251▲3.6% | $56,576,740▲4.8% | $85,815,301▲9.8% | 990 |
| 2017 | $124,315,967▲2.1% | $117,279,629▼6.1% | $54,004,626▲18.8% | $78,166,883▲15.6% | 990 |
| 2016 | $121,817,317▲0.2% | $124,883,289▲0.5% | $45,476,799▲1.9% | $67,647,487▼2.9% | 990 |
| 2015 | $121,625,074▲2.1% | $124,296,470▲11.1% | $44,644,394▲1.5% | $69,633,598▲8.8% | 990 |
| 2014 | $119,172,705▲4.9% | $111,839,121▼3.4% | $43,979,916▲14.9% | $64,024,852▲3.0% | 990 |
| 2013 | $113,659,332 | $115,752,055▲7.1% | $38,283,654▲1.3% | $62,184,248▲12.6% | 990 |
| 2012 | — | $108,077,996▲0.2% | $37,802,053▲10.2% | $55,211,633▲6.1% | 990 |
| 2011 | — | $107,849,705▼0.3% | $34,304,228▲10.2% | $52,034,093▼0.2% | 990 |
| 2010 | — | $108,226,603▲7.0% | $31,136,103▼11.8% | $52,162,837▲3.4% | 990 |
| 2009 | — | $101,167,354 | $35,288,186 | $50,461,650 | 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.
Leadership & compensation (FY2023)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Carl Green | Union Truste | 0 | — |
| Carl Ivka | Union Truste | 0 | — |
| Eric Polischak | Employer Tru | 0 | — |
| Michael Dancy | Union Truste | 0 | — |
| Miles Anderson | Union Truste | 0 | — |
| Nick Albrecht | Employer Tru | 0 | — |
| Sasha Phillips | Employer Tru | 0 | — |
| Thomas Heinen | Employer Tru | 0 | — |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Merrill Lynch | Investment | $333,332 |
| Wainblat Law | Legal Fees | $264,001 |
| Cunningham & Associates | Accounting Fees | $138,200 |
| Bridgeway Technologies | Computer Cosult | $135,249 |
| Infostore | Records | $130,520 |
Frequently asked questions
- Is United Food & Commercial Workers Union-employer Hlth & Welfare Fund a legitimate nonprofit?
- Yes. United Food & Commercial Workers Union-employer Hlth & Welfare Fund is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 34-6726563, based in Broadview Hts, Ohio.
- What is United Food & Commercial Workers Union-employer Hlth & Welfare Fund's EIN?
- United Food & Commercial Workers Union-employer Hlth & Welfare Fund's Employer Identification Number (EIN) is 34-6726563.
- How much revenue does United Food & Commercial Workers Union-employer Hlth & Welfare Fund report?
- United Food & Commercial Workers Union-employer Hlth & Welfare Fund reported $127,845,439 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much does United Food & Commercial Workers Union-employer Hlth & Welfare Fund's highest-paid employee make?
- The highest reported compensation on United Food & Commercial Workers Union-employer Hlth & Welfare Fund's latest Form 990 is $0, paid to Carl Green (Union Truste).
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Data for United Food & Commercial Workers Union-employer Hlth & Welfare Fund (EIN 34-6726563) 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.