UNITED HEALTH AND WELFARE FUND

EIN: 134068389 Mutual Benefit

NEW YORK, NY

Total Revenue
$1,916,641
Total Expenses
$1,759,735
Total Assets
$526,649
Net Assets
$526,649
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
NY
Principal Officer
Michael J Mansfield ESQ
Phone
2124220000
Tax Period
2023-07-01 to 2024-06-30

UNITED HEALTH AND WELFARE FUND, founded in 1999, is a community nonprofit in the Mutual Benefit sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 8% surplus.

Mission

TO PROVIDE MEDICAL, SURGICAL, HOSPITAL AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $1,916,641
TOTAL REVENUE $1,916,641

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $120,000
TOTAL EXPENSES $1,759,735

Year-over-Year Comparison

2023 2022 Change
Revenue $1,916,641 $1,643,930 +0.2%
Expenses $1,759,735 $1,398,371 +0.3%
Net Income $156,906 $245,559 -0.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL MANSFIELD ESQ INDEPENDENT FIDUCIARY 3
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $1,916,641 $1,759,735 $526,649 $156,906
2023 $1,643,930 $1,398,371 $369,743 $245,559
2022 $1,461,629 $1,422,531 $229,196 $39,098
2021 $1,336,737 $1,289,017 $199,630 $47,720
2020 $1,321,597 $1,397,703 $177,258 $-76,106
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