UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND

EIN: 200027580 Mutual Benefit

BLOOMINGTON, MN

Total Revenue
$34,859,755
Total Expenses
$27,135,889
Total Assets
$188,190,500
Net Assets
$187,921,974
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
DC
Principal Officer
PATRICK DILLON
Phone
9528540795
Tax Period
2024-01-01 to 2024-12-31

UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND, founded in 2003, is a mid-sized nonprofit in the Mutual Benefit sector that reported $34.9M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $7.7M, a strong 22% operating margin.

Mission

SEE SCHEDULE "O"TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $29,041,167
Investment Income $4,503,546
Other Revenue $1,315,042
TOTAL REVENUE $34,859,755

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,663,951
TOTAL EXPENSES $27,135,889

Year-over-Year Comparison

2024 2023 Change
Revenue $34,859,755 $39,408,640 -0.1%
Expenses $27,135,889 $24,017,122 +0.1%
Net Income $7,723,866 $15,391,518 -0.5%
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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Governance

Voting Members
10
Independent Members
2
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
9
$1,024,004
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEE ELLIS EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL COLEMAN UNION TRUSTEE 1.00
Director
$0 $77,903 $378,140
SHAWN GARVEY UNION TRUSTEE 1.00
Director
$0 $67,064 $256,053
MICHAEL SALLACH UNION TRUSTEE 1.00
Director
$0 $0 $0
PATRICK DILLON UNION TRUSTEE 1.00
Director
$0 $91,687 $389,811
DEBBIE SYCK UNION TRUSTEE 1.00
Director
$0 $0 $0
TINA HAYES EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
CAMILLA MADISON-WILSON EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
AARON MARTIN EMPLOYER TRUSTEE 1.00
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 No data No data No data No data
2024 $34,859,755 $27,135,889 $188,190,500 $7,723,866
2023 $39,408,640 $24,017,122 $171,289,299 $15,391,518
2022 $34,426,471 $23,607,093 $149,762,840 $10,819,378
2021 $33,642,105 $21,795,706 $163,765,283 $11,846,399
2020 $54,002,949 $18,272,369 $147,209,433 $35,730,580
2019 $28,902,424 $18,592,582 $103,154,053 $10,309,842
2018 $30,207,223 $16,052,955 $84,165,594 $14,154,268
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