Civic Intelligence

Ufcw National Health and Welfare Fund

EIN 22-1458594 • 501(c)9 • Englewood, NJ

Profile

The plan provides hospital, major medical, surgical, disability, prescription drug, death and vision benefits to eligible participants and their dependents. All health, disability, prescription drug and death benefits are self-funded.

66 Grand AvenueEnglewood, NJ 07631

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

62nd percentile

9.3%

Higher net margin than 62% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$381,885

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

88th percentile

21%

Faster asset growth than 88% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

1.6%

Faster revenue growth than 32% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$170,703,935

Up $29,082,169 (+21%) from 2023

Liabilities

Up

$4,262,110

Up $1,186,799 (+39%) from 2023

Net Assets

Up

$166,441,825

Up $27,895,370 (+20%) from 2023

Revenue

Up

$153,433,723

Up $2,417,440 (+1.6%) from 2023

Expenses

Up

$139,238,857

Up $11,702,375 (+9.2%) from 2023

Net Income

Down

$14,194,866

Down $9,284,935 (-40%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2010: $29,385,892Liabilities 2010: $0Net Assets 2010: $29,385,8922010Assets 2011: $32,213,041Liabilities 2011: $0Net Assets 2011: $32,213,0412011Assets 2012: $34,847,441Liabilities 2012: $0Net Assets 2012: $34,847,4412012Assets 2013: $49,490,374Liabilities 2013: $0Net Assets 2013: $49,490,3742013Assets 2014: $59,687,863Liabilities 2014: $0Net Assets 2014: $59,687,8632014Assets 2015: $67,331,890Liabilities 2015: $0Net Assets 2015: $67,331,8902015Assets 2016: $74,239,882Liabilities 2016: $0Net Assets 2016: $74,239,8822016Assets 2017: $80,644,923Liabilities 2017: $15,388Net Assets 2017: $80,629,5352017Assets 2018: $95,055,948Liabilities 2018: $5,118,751Net Assets 2018: $89,937,1972018Assets 2019: $99,221,531Liabilities 2019: $6,697,472Net Assets 2019: $92,524,0592019Assets 2020: $108,924,045Liabilities 2020: $7,080,191Net Assets 2020: $101,843,8542020Assets 2021: $122,447,009Liabilities 2021: $4,614,972Net Assets 2021: $117,832,0372021Assets 2022: $113,084,722Liabilities 2022: $3,030,512Net Assets 2022: $110,054,2102022Assets 2023: $141,621,766Liabilities 2023: $3,075,311Net Assets 2023: $138,546,4552023Assets 2024: $170,703,935Liabilities 2024: $4,262,110Net Assets 2024: $166,441,8252024

Highlighted filing

2024

Assets$170,703,935
Liabilities$4,262,110
Net Assets$166,441,825

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$150M$100M$50M$0-$50MExpenses 2010: $74,469,6552010Expenses 2011: $78,805,1672011Expenses 2012: $81,453,6892012Expenses 2013: $87,928,4962013Revenue 2014: $102,394,636Expenses 2014: $92,279,411Net Income 2014: $10,115,2252014Revenue 2015: $103,704,763Expenses 2015: $97,534,563Net Income 2015: $6,170,2002015Revenue 2016: $105,346,975Expenses 2016: $99,288,930Net Income 2016: $6,058,0452016Revenue 2017: $117,533,730Expenses 2017: $111,424,418Net Income 2017: $6,109,3122017Revenue 2018: $124,455,609Expenses 2018: $125,624,447Net Income 2018: -$1,168,8382018Revenue 2019: $142,945,849Expenses 2019: $142,142,618Net Income 2019: $803,2312019Revenue 2020: $147,231,157Expenses 2020: $142,275,851Net Income 2020: $4,955,3062020Revenue 2021: $156,252,527Expenses 2021: $151,125,055Net Income 2021: $5,127,4722021Revenue 2022: $151,117,819Expenses 2022: $147,572,464Net Income 2022: $3,545,3552022Revenue 2023: $151,016,283Expenses 2023: $127,536,482Net Income 2023: $23,479,8012023Revenue 2024: $153,433,723Expenses 2024: $139,238,857Net Income 2024: $14,194,8662024

Highlighted filing

2024

Revenue$153,433,723
Expenses$139,238,857
Net Income$14,194,866

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$171$4.26$166$153$139$14.2
2023Detailed filing. Detailed filing data is available for this year.$142$3.08$139$151$128$23.5
2022Detailed filing. Detailed filing data is available for this year.$113$3.03$110$151$148$3.55
2021Detailed filing. Detailed filing data is available for this year.$122$4.61$118$156$151$5.13
2020Detailed filing. Detailed filing data is available for this year.$109$7.08$102$147$142$4.96
2019Detailed filing. Detailed filing data is available for this year.$99.2$6.70$92.5$143$142$0.80
2018Detailed filing. Detailed filing data is available for this year.$95.1$5.12$89.9$124$126$1.17
2017Detailed filing. Detailed filing data is available for this year.$80.6$0.02$80.6$118$111$6.11
2016Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$105$99.3$6.06
2015Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$104$97.5$6.17
2014Detailed filing. Detailed filing data is available for this year.$59.7$0.00$59.7$102$92.3$10.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.5$0.00$49.5$87.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.8$0.00$34.8$81.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$0.00$32.2$78.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$0.00$29.4$74.5