LOCAL 807 LABOR-MANAGEMENT HEALTH FUND (EIN 135548780) - 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

1948

Legal Domicile

Principal Officer

SEAN BOYLE

Phone

7187262525

Tax Period

2024-09-01 to 2025-08-31

LOCAL 807 LABOR-MANAGEMENT HEALTH FUND, founded in 1948, is a mid-sized nonprofit that reported $12.8M in total revenue in fiscal year 2024. Expenses of $14.2M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROVIDE HEALTH & MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR 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 $10,384,849

Investment Income $2,386,159

Other Revenue $0

TOTAL REVENUE $12,771,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,254,774

Fundraising Expenses $0

Other Expenses $164,554

TOTAL EXPENSES $14,150,773

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,771,008	$12,597,452	+0.0%
Expenses	$14,150,773	$13,320,266	+0.1%
Net Income	$-1,379,765	$-722,814	+0.9%

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

$251,418

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY STORZ	UNION TRUSTEE	1.00	Director	$0	$0	$0
DEMOS DEMOPOULOS	UNION TRUSTEE	1.00	Director	$0	$0	$0
SCOTT LITTLE	MGT TRUSTEE	1.00	Director	$0	$0	$0
ROBERT HOLDEN	MGT TRUSTEE	1.00	Director	$0	$0	$0
PETER INGRAM	MGT TRUSTEE	1.00	Director	$0	$0	$0
SEAN BOYLE	FUND ADMIN	18.00	Officer	$201,231	$50,187	$251,418
BRANKA TURKOVIC	FUND BOOKKEEPER - THRU 8/25	40.00	Highest	$101,624	$52,745	$154,369

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	$12,771,008	$14,150,773	$77,406,493	$-1,379,765
2024	$12,597,452	$13,320,266	$76,021,311	$-722,814
2023	$18,002,169	$11,220,565	$73,235,727	$6,781,604
2022	$11,681,321	$11,182,727	$71,137,146	$498,594
2021	$12,999,699	$11,804,605	$75,545,076	$1,195,094
2020	$12,441,577	$11,798,564	$73,465,201	$643,013
2019	$16,513,697	$11,932,686	$71,817,473	$4,581,011
2018	$14,618,804	$12,350,623	$63,893,597	$2,268,181

LOCAL 807 LABOR-MANAGEMENT HEALTH FUND