UFCW 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND

EIN: 232949242

PLYMOUTH MEETING, PA

Total Revenue
$67,223,670
Total Expenses
$54,311,316
Total Assets
$108,243,273
Net Assets
$106,362,421
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
PA
Principal Officer
WENDELL W YOUNG IV
Phone
6109419400
Tax Period
2024-05-01 to 2025-04-30

UFCW 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND, founded in 1967, is a mid-sized nonprofit that reported $67.2M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $12.9M, a strong 19% operating margin.

Mission

THE FUND IS A MULTIEMPLOYER PLAN ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER THE TERMS OF VARIOUS COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND UFCW LOCAL UNION 1776.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $63,573,455
Investment Income $3,643,356
Other Revenue $6,859
TOTAL REVENUE $67,223,670

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $54,311,316
Other Expenses $9,944,725
TOTAL EXPENSES $54,311,316

Year-over-Year Comparison

2024 2023 Change
Revenue $67,223,670 $62,234,944 +0.1%
Expenses $54,311,316 $48,955,491 +0.1%
Net Income $12,912,354 $13,279,453 0.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
10
Independent Members
10
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
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WENDELL W YOUNG IV UNION TRUSTEE 1.00
Director
$0 $0 $0
LEN PURNELL UNION TRUSTEE 1.00
Director
$0 $0 $0
DANEEN BOYCE UNION TRUSTEE 1.00
Director
$0 $0 $0
MARK JACOBS UNION TRUSTEE 1.00
Director
$0 $0 $0
NANCY YOUNG UNION TRUSTEE 1.00
Director
$0 $0 $0
ROB MCVEIGH UNION TRUSTEE 1.00
Director
$0 $0 $0
DAN DOSENBACH EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
MAUREEN SKEDZIELEWSKI EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
JOAN WILLIAMS EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
LISSA WOLCOTT 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
2025 $67,223,670 $54,311,316 $108,243,273 $12,912,354
2024 $55,176,888 $48,955,492 $88,360,509 $6,221,396
2024 $62,234,944 $48,955,491 $95,418,566 $13,279,453
2023 $73,857,853 $47,434,257 $86,110,249 $26,423,596
2022 $53,703,968 $50,118,045 $50,916,201 $3,585,923
2022 $63,078,058 $49,090,773 $60,321,476 $13,987,285
2021 $65,472,224 $46,707,517 $47,945,627 $18,764,707
2020 $68,126,068 $52,155,915 $28,465,177 $15,970,153
2019 $70,866,940 $62,897,557 $16,654,526 $7,969,383
2018 $68,933,424 $68,982,424 $16,922,891 $-49,000
Explore More Nonprofits
→Top 100 Nonprofits in Pennsylvania →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare UFCW 1776 & PARTICIPATING EMPLOYERS HEALTH & WELFARE FUND with other nonprofits in Pennsylvania and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.