Uaw St Joseph Retirees Health and Welfare Trust
Nonprofit profile at a glance
- EIN
- 271401289
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Washington, DC, USA
- Phone
- 2028570620
- Rating confidence
- Limited
- Sector
- Voluntary Employees Beneficiary Associations (Non-Government)
Reported finances
- Revenue
- $4,356,593
- Expenses
- $3,963,924
- Assets
- $83,743,662
- Liabilities
- $49,821
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Highest reported compensation
- SUZANNE DANIELS (COMMITTEE CHAIR): $135,819 total reported compensation
- GARY PETRONI (COMMITTEE MEMBER): $134,694 total reported compensation
- FRANCINE PARKER (COMMITTEE MEMBER): $121,330 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 and welfare benefits to retired, qualifying union employees of the bosch corporation.
What it reported doing in 2024
The trust has a single program, which is to provide health and welfare benefits to qualified participants and their families.
Operating model
- Revenue model
- Investment-supported. 100% of the money available for current operations came from recurring investment income.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 50
- Accountability: 100
- Sustainability: 77
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Scored; rating input score 0
- Grant itemization coverage: Scored; rating input score 0
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Limited
- Other executive compensation review process: Limited
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 9%; rating input score 60; 60th percentile among comparable filings
- Total-asset coverage ratio: 21.13; rating input score 96; 96th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 93; 93rd percentile among comparable filings
- Officer compensation ratio: 0.5%; rating input score 81; 81st percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 0.1% per year; rating input score 100; 12th percentile among comparable filings
- Asset growth: 0.8% per year; rating input score 100; 15th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 7 of 7 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $136K · 8 people listed
- Consistency: 12 of 12 current checks pass
- Schedules: 4 filed schedules · includes foreign activity
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- Related organizations: 5 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: Foreign activity oversight scored 0/100.
- High — Transparency & Controls: Grant itemization coverage scored 0/100.