UAW GROUP HEALTH AND WELFARE PLAN

EIN: 223789539 Mutual Benefit

WEST TRENTON, NJ

Total Revenue
$15,218,401
Total Expenses
$15,652,488
Total Assets
$9,946,631
Net Assets
$8,474,582
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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
2002
Legal Domicile
NJ
Principal Officer
JOHN M FOWLER
Phone
8007923666
Tax Period
2024-01-01 to 2024-12-31

UAW GROUP HEALTH AND WELFARE PLAN, founded in 2002, is a mid-sized nonprofit in the Mutual Benefit sector that reported $15.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

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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 $14,784,080
Investment Income $390,776
Other Revenue $43,545
TOTAL REVENUE $15,218,401

Expense Breakdown

Grants Paid $0
Salaries & Benefits $20,000
Fundraising Expenses $0
Other Expenses $897,383
TOTAL EXPENSES $15,652,488

Year-over-Year Comparison

2024 2023 Change
Revenue $15,218,401 $14,464,042 +0.1%
Expenses $15,652,488 $15,013,351 +0.0%
Net Income $-434,087 $-549,309 -0.2%
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
2
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
2
$20,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN M FOWLER EMPLOYER TRUSTEE 1.00
Director
$20,000 $0 $20,000
KAREN LEGG UNION 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 $15,218,401 $15,652,488 $9,946,631 $-434,087
2023 $14,464,042 $15,013,351 $10,107,212 $-549,309
2022 $16,339,394 $17,348,437 $11,055,789 $-1,009,043
2021 $16,333,407 $16,227,536 $11,724,412 $105,871
2020 $16,589,267 $16,353,076 $11,710,851 $236,191
2019 $17,758,725 $15,723,726 $11,300,972 $2,034,999
2018 $19,018,128 $20,474,926 $9,211,541 $-1,456,798
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