United Health & Welfare Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,873,922 | 3,036,696 | −162,774 | 4.2 | 9% |
| 2012 | 2,723,130 | 2,760,754 | −37,624 | 4.4 | 9% |
| 2013 | 3,607,828 | 3,547,187 | 60,641 | 3.6 | 7% |
| 2014 | 3,725,598 | 3,767,656 | −42,058 | 3.3 | 7% |
| 2015 | 3,444,842 | 3,496,061 | −51,219 | 3.4 | 7% |
| 2016 | 3,582,477 | 3,383,910 | 198,567 | 4.2 | 7% |
| 2017 | 4,397,190 | 4,317,374 | 79,816 | 2.9 | 6% |
| 2019 | 5,644,130 | 5,443,006 | 201,124 | 2.8 | 5% |
| 2020 | 7,303,901 | 7,175,722 | 128,179 | 2.5 | 4% |
| 2021 | 7,659,833 | 7,943,037 | −283,204 | 1.8 | 3% |
| 2022 | 7,152,630 | 7,448,091 | −295,461 | 1.4 | 0% |
| 2023 | 6,861,181 | 7,789,330 | −928,149 | -0.0 | 4% |
In its most recent public year (2023), this organization spent $928,149 more than it brought in. Its reserves stood at about 0 months of spending, down from 4.2 in 2011. Staff pay was 4% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
United Health & Welfare Fund's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works