GREATER BOSTON HOTEL EMPLOYEES LOCAL 26 BENEFIT FUND (EIN 046048964) - 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

1959

Legal Domicile

Principal Officer

KELLY BRIGGS

Phone

6174510318

Tax Period

2023-07-01 to 2024-06-30

GREATER BOSTON HOTEL EMPLOYEES LOCAL 26 BENEFIT FUND, founded in 1959, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $4.1M left a modest 13% surplus.

Mission

TO PROVIDE MEMBERS WITH WELFARE BENEFITS

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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 $4,670,747

Investment Income $20,054

Other Revenue $0

TOTAL REVENUE $4,690,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $324,651

TOTAL EXPENSES $4,098,820

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,690,801	$3,407,988	+0.4%
Expenses	$4,098,820	$3,368,011	+0.2%
Net Income	$591,981	$39,977	+13.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NELSON RODRIGUEZ	TRUSTEE	2.00	Director	$0	$0	$0
CARLOS ARAMAYO	TRUSTEE	2.00	Director	$0	$0	$0
JAIME MCNEIL	TRUSTEE	2.00	Director	$0	$0	$0
DAVID GIBBONS	TRUSTEE	2.00	Director	$0	$0	$0
DAVID COLELLA	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL JORGENSEN	TRUSTEE	2.00	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	No data	No data	No data	No data
2024	$4,690,801	$4,098,820	$5,155,070	$591,981
2023	$3,407,988	$3,368,011	$4,540,354	$39,977
2022	$2,634,429	$2,357,859	$4,438,448	$276,570
2021	$983,284	$1,053,981	$4,000,007	$-70,697
2018	$2,965,546	$2,772,526	$4,081,478	$193,020

GREATER BOSTON HOTEL EMPLOYEES LOCAL 26 BENEFIT FUND