UNITED FOOD AND COMMERCIAL WORKERS H&W FUND OF NORTHEASTERN PENNSYLVANIA

EIN: 237428852

PLYMOUTH MEETING, PA

Total Revenue
$24,061,430
Total Expenses
$20,610,456
Total Assets
$25,051,312
Net Assets
$22,959,421
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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
1959
Legal Domicile
PA
Principal Officer
MICHELE KESSLER
Phone
6109419400
Tax Period
2024-04-01 to 2025-03-31

UNITED FOOD AND COMMERCIAL WORKERS H&W FUND OF NORTHEASTERN PENNSYLVANIA, founded in 1959, is a mid-sized nonprofit that reported $24.1M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $20.6M left a modest 14% surplus.

Mission

THE FUND'S PURPOSE IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER TERMS OF VARIOUS COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE VARIOUS EMPLOYERS AND THE UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776.

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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 $23,197,790
Investment Income $863,640
Other Revenue $0
TOTAL REVENUE $24,061,430

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,973
Fundraising Expenses $0
Program Expenses $20,610,456
Other Expenses $1,731,574
TOTAL EXPENSES $20,610,456

Year-over-Year Comparison

2024 2023 Change
Revenue $24,061,430 $25,390,654 -0.1%
Expenses $20,610,456 $20,084,803 +0.0%
Net Income $3,450,974 $5,305,851 -0.3%
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
5
Independent Members
5
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
6
$2,973
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHELE KESSLER UNION TRUSTEE 1.00
Director
$0 $0 $0
WENDELL W YOUNG IV UNION TRUSTEE 1.00
Director
$0 $0 $0
MARY JOST EMPLOYER TRUSTEE 1.00
Director
$2,973 $0 $2,973
ROBERT SPIRES EMPLOYER TRUSTEE 1.00
Director
$0 $0 $0
CHRIS SNYDER UNION TRUSTEE 1.00
Director
$0 $0 $0
PAT DURNING 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 $24,061,430 $20,610,456 $25,051,312 $3,450,974
2024 $25,390,654 $20,084,803 $22,055,030 $5,305,851
2023 $24,099,342 $21,053,109 $16,046,706 $3,046,233
2022 $16,230,910 $13,299,665 $11,813,270 $2,931,245
2021 $17,590,047 $16,478,147 $9,763,793 $1,111,900
2020 $17,510,931 $17,845,140 $8,075,253 $-334,209
2019 $17,069,225 $16,487,236 $8,492,432 $581,989
2018 $17,825,591 $15,671,778 $7,622,056 $2,153,813
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