District Council 33 Health -Welfare Fund

Nonprofit profile at a glance

EIN
231999220
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Philadelphia, PA, USA
Phone
2158953312
Rating
59
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$195,882,361
Expenses
$141,565,279
Assets
$180,289,206
Liabilities
$14,749,628

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • G BOULWARE (PRESIDENT)
  • A LITTLE (V PRESIDENT)

Highest reported compensation

  • G BOULWARE (PRESIDENT): $171,968 total reported compensation
  • J GALLAGHER (SEC TREASURER): $161,025 total reported compensation
  • A LITTLE (V PRESIDENT): $121,617 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide health care benefits for all members covered by the collective bargaining agreement with afscme district council 33 or one of its affiliated local unions

What it reported doing in 2024

To provide health care benefits to members

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Member-benefit provider. The nonprofit used 98% of its reported program spending for member benefits.

The verdict

MIXED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 60
  • Accountability: 26
  • Sustainability: 78
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 70.9%; rating input score 71
  • Program expense ratio: 99.6%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 13.3%; rating input score 13; 9th percentile among comparable filings
  • Governance controls: 4 of 9 controls in place; rating input score 44
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 27.7%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 1.27; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 85; 85th percentile among comparable filings
  • Officer compensation ratio: 0.1%; rating input score 92; 92nd percentile among comparable filings

Growth

  • Program expense growth: -0.8% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: 2.4% per year; rating input score 100; 17th percentile among comparable filings
  • Asset growth: 23.9% per year; rating input score 100; 96th percentile among comparable filings

Details

  • Where the money goes: 70.9% of revenue deployed · 99.6% of spending went to programs
  • Governance: 2 of 15 board members independent · 4 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $141M in reported program spending
  • Leadership: top reported pay $172K · 13 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $6.7M reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 4 filed schedules · includes executive pay
  • Filing history: 11 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Accountability: Independent voting board scored 13/100.
  • Moderate — Accountability: Governance controls: 5 of 9 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.