EQUITY-LEAGUE HEALTH TRUST FUND (EIN 136092981) - 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

1960

Legal Domicile

Phone

2128699380

Tax Period

2023-06-01 to 2024-05-31

EQUITY-LEAGUE HEALTH TRUST FUND, founded in 1960, is a mid-sized nonprofit that reported $71.4M in total revenue in fiscal year 2023. The organization ran a surplus of $14.2M, a strong 20% operating margin.

Mission

TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

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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 $69,026,886

Investment Income $2,374,875

Other Revenue $3,512

TOTAL REVENUE $71,405,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,282,947

Fundraising Expenses $0

Other Expenses $-15,578

TOTAL EXPENSES $57,163,253

Year-over-Year Comparison

	2023	2022	Change
Revenue	$71,405,273	$73,593,208	0.0%
Expenses	$57,163,253	$53,694,344	+0.1%
Net Income	$14,242,020	$19,898,864	-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

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

$387,886

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG CARFRAE	UNION TRUSTEE	1.00	Director	$0	$0	$0
REGINA MINCEY - GARLIN	UNION TRUSTEE - EFF 12/23	1.00	Director	$0	$0	$0
BRIAN MYERS COOPER	UNION TRUSTEE/CO-CHAIR	1.00	Director	$0	$0	$0
IRA MONT	UNION TRUSTEE	1.00	Director	$0	$0	$0
MARK ZIMMERMAN	UNION TRUSTEE - THRU 12/23	1.00	Director	$0	$0	$0
STEPHEN BOGARDUS	UNION TRUSTEE	1.00	Director	$0	$0	$0
JEFF APPLEGATE	UNION TRUSTEE	1.00	Director	$0	$0	$0
JULIA B SIMPSON	UNION TRUSTEE	1.00	Director	$0	$0	$0
EUGENIO VARGAS	UNION TRUSTEE	1.00	Director	$0	$0	$0
NIKKI SWITZER	UNION TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE BUNUAN	UNION TRUSTEE	1.00	Director	$0	$0	$0
AL VINCENT JR	UNION TRUSTEE	1.00	Director	$0	$0	$0
DAVID BLITZSTEIN	UNION TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER BROCKMEYER	EMPLOYER TRUSTEE/CO-CHAIR	1.00	Director	$0	$0	$0
BARRY GROVE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
PAUL LIBIN	EMPLOYER TRUSTEE - THRU 08/23	1.00	Director	$0	$0	$0
DAVID RICHARDS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ELLIOT GREENE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
THOMAS VIERTEL	EMPLOYER TRUSTEE - THRU 09/23	1.00	Director	$0	$0	$0
GEORGE S FORBES	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
AMY JACOBS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
TONY THOMAS	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
DAVID TURNER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE GRASSI ESQ	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
KHADY KAMARA	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
HAL GOLDBERG	EMPLOYER TRUSTEE - EFF 09/23	1.00	Director	$0	$0	$0
VINCENT CINELLI	EXECUTIVE DIRECTOR	40.00	Officer	$297,115	$90,771	$387,886
JOSEPH ROGERS	DIRECTOR OF IT	40.00	Highest	$222,324	$76,514	$298,838
AGNES LEYDEN	DIRECTOR OF FINANCE	40.00	Highest	$185,468	$68,041	$253,509
SEAN BOYLE	DIRECTOR OF OPERATIONS - THRU 02/24	40.00	Highest	$181,026	$65,848	$246,874
CINDY GOLD	BENEFITS MANAGER	40.00	Highest	$162,464	$63,105	$225,569
EMILIYA PELETEKOVA	ACCOUNTS RECEIVABLE MANAGER	40.00	Highest	$158,602	$72,572	$231,174

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	$71,405,273	$57,163,253	$125,748,623	$14,242,020
2023	$73,593,208	$53,694,344	$107,046,303	$19,898,864
2022	$64,158,536	$44,227,136	$86,412,309	$19,931,400
2021	$27,668,275	$71,457,656	$70,590,385	$-43,789,381
2020	$69,441,179	$83,434,476	$110,092,175	$-13,993,297
2019	$77,442,812	$83,642,163	$129,616,627	$-6,199,351

EQUITY-LEAGUE HEALTH TRUST FUND