BOSTON TEACHERS UNION PARAPROFESSIONAL H EALTH & WELFARE FUND (EIN 042864297) - Form 990 Financial Analysis & Trantor Score

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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

1984

Legal Domicile

Principal Officer

EUGENE MCGLYNN

Phone

6172880500

Tax Period

2023-09-01 to 2024-08-31

BOSTON TEACHERS UNION PARAPROFESSIONAL H EALTH & WELFARE FUND, founded in 1984, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 40% operating margin.

Mission

PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,709,965

Investment Income $304,698

Other Revenue $0

TOTAL REVENUE $3,014,663

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $330,578

TOTAL EXPENSES $1,823,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,014,663	$2,647,354	+0.1%
Expenses	$1,823,162	$1,753,174	+0.0%
Net Income	$1,191,501	$894,180	+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

Governance

Voting Members

Independent Members

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

Total Directors

$173,022

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLLEEN HART	CHAIRPERSON	5.00	Director	$0	$0	$166,933
JOSEFINA LASCANO	SECRETARY	5.00	Director	$0	$0	$0
DEBORAH A BROWN	TRUSTEE	5.00	Director	$0	$0	$0
CASSANDRA SAMUEL	TRUSTEE	5.00	Director	$0	$0	$3,420
SHARON BUTLER-O'DWYER	TRUSTEE	5.00	Director	$0	$0	$0
ADRIANNE JORDAN	TRUSTEE	5.00	Director	$0	$0	$1,000
CHRISTINE BUTTIGLIERI	TRUSTEE	5.00	Director	$0	$0	$1,669

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	$3,014,663	$1,823,162	$10,669,165	$1,191,501
2023	$2,647,354	$1,753,174	$9,010,575	$894,180
2022	$2,463,144	$1,664,876	$8,053,200	$798,268
2021	$2,261,995	$1,633,136	$7,801,335	$628,859
2020	$2,246,431	$1,614,915	$7,039,188	$631,516
2019	$2,222,386	$1,735,243	$6,163,053	$487,143
2018	$2,072,084	$1,545,858	$5,405,663	$526,226

BOSTON TEACHERS UNION PARAPROFESSIONAL H EALTH & WELFARE FUND