United Steelworkers of America Afl-cio Health & Welfare Fund
501(c)(9)
Only null% goes to programs Strong reserves Growing revenue
United Steelworkers of America Afl-cio Health & Welfare Fund is a 501(c)(9) organization based in Lexington, Kentucky, registered in 1969, with $5,668,301 in FY2023 revenue. CharityIndex grades it C+.
230 Lexington Green Cir Ste 400, Lexington, KY, 40503 EIN 23-7022628 Since 1969
Revenue (FY2023)
$5.7M
▲ 6.0% vs prior year
Expenses (FY2023)
$6.0M
Net assets
$11.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—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 Steelworkers of America Afl-cio 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 →
B+Financial health25% of the rating23 mo reserves · -6% 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 Steelworkers of America Afl-cio Health & Welfare Fund: 23 mo reserves · -6% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 United Steelworkers of America Afl-cio 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 →
DTransparency10% of the rating1 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 Steelworkers of America Afl-cio Health & Welfare Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue declined from $5.8M (FY2015) to $5.7M (FY2023) across 9 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $93KNet assets $11.5M
Operating margin
-5.6%
Spent more than it raised in the latest fiscal year.
Total assets
$11.6M
Total liabilities
$93K
Net assets
$11.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $5,668,301▲6.0% | $5,986,386▲15.0% | $11,540,052▲2.6% | $11,632,691▲1.4% | 990 |
| 2022 | $5,346,346▲8.0% | $5,206,809▲8.2% | $11,246,412▲2.0% | $11,466,542▲2.9% | 990 |
| 2021 | $4,952,459▲6.9% | $4,810,442▼0.5% | $11,029,168▼8.7% | $11,145,013▼8.1% | 990 |
| 2020 | $4,632,629▲2.2% | $4,835,293▼4.3% | $12,074,045▲1.9% | $12,133,345▲1.9% | 990 |
| 2019 | $4,531,820▲7.0% | $5,050,311▼5.8% | $11,845,921▲1.4% | $11,912,139▲1.4% | 990 |
| 2018 | $4,235,836▼5.7% | $5,358,447▲16.0% | $11,686,325▼5.9% | $11,744,109▼6.3% | 990 |
| 2017 | $4,491,141▼0.4% | $4,618,239▼3.9% | $12,415,414▼1.6% | $12,538,321▼1.1% | 990 |
| 2016 | $4,507,651▼21.7% | $4,804,409▼7.1% | $12,616,762▼1.0% | $12,680,687▼1.1% | 990 |
| 2015 | $5,757,033 | $5,174,361 | $12,748,782 | $12,824,462 | 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.
Frequently asked questions
- Is United Steelworkers of America Afl-cio Health & Welfare Fund a legitimate nonprofit?
- Yes. United Steelworkers of America Afl-cio Health & Welfare Fund is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 23-7022628, based in Lexington, Kentucky.
- What is United Steelworkers of America Afl-cio Health & Welfare Fund's EIN?
- United Steelworkers of America Afl-cio Health & Welfare Fund's Employer Identification Number (EIN) is 23-7022628.
- How much revenue does United Steelworkers of America Afl-cio Health & Welfare Fund report?
- United Steelworkers of America Afl-cio Health & Welfare Fund reported $5,668,301 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does United Steelworkers of America Afl-cio Health & Welfare Fund have?
- CharityIndex grades United Steelworkers of America Afl-cio Health & Welfare Fund C+, based on financial health (reserves and operating margin).
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Data for United Steelworkers of America Afl-cio Health & Welfare Fund (EIN 23-7022628) 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.