DISTRICT COUNCIL 37 HEALTH & BENEFIT FUN (EIN 132659322) - 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

1970

Legal Domicile

Principal Officer

RANDY PAUL

Phone

2123340096

Tax Period

2024-04-01 to 2025-03-31

DISTRICT COUNCIL 37 HEALTH & BENEFIT FUN, founded in 1970, is a community nonprofit that reported $8.4M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND DEPENDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,518,985

Investment Income $382,628

Other Revenue $482,004

TOTAL REVENUE $8,383,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $116,898

Fundraising Expenses $0

Other Expenses $532,308

TOTAL EXPENSES $8,233,875

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,383,617	$8,002,771	+0.0%
Expenses	$8,233,875	$9,913,161	-0.2%
Net Income	$149,742	$-1,910,390	-1.1%

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

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
PAMELA MINKOFF	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SHARON FONG	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JAHMILA EDWARDS	UNION TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH CARR	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE GREEN	UNION TRUSTEE	1.00	Director	$0	$0	$0
BARBARA INGRAM-EDMONDS	UNION TRUSTEE	1.00	Director	$0	$0	$0
AMY KADLUB	UNION TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN WASHINGTON	UNION TRUSTEE	1.00	Director	$0	$0	$0
RANDY PAUL	FUND MANAGER	20.00	Officer	$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	$8,383,617	$8,233,875	$8,074,236	$149,742
2024	$8,002,771	$9,913,161	$7,958,120	$-1,910,390
2023	$7,432,874	$9,404,402	$9,390,593	$-1,971,528
2022	$8,948,840	$9,883,135	$11,584,860	$-934,295
2021	$9,742,080	$9,952,749	$13,297,015	$-210,669
2020	$9,254,276	$9,121,737	$12,601,564	$132,539
2019	$8,663,290	$8,371,314	$12,790,274	$291,976
2018	$8,607,306	$9,135,421	$12,379,367	$-528,115

DISTRICT COUNCIL 37 HEALTH & BENEFIT FUN