HEALTH FUND 917 (EIN 136129427) - 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

1950

Legal Domicile

Principal Officer

RALPH NATALE

Phone

5163263371

Tax Period

2024-05-01 to 2025-04-30

HEALTH FUND 917, founded in 1950, is a mid-sized nonprofit that reported $19.4M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH AND WELFARE 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 $16,738,284

Investment Income $2,691,174

Other Revenue $0

TOTAL REVENUE $19,429,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $237,013

Fundraising Expenses $0

Other Expenses $408,506

TOTAL EXPENSES $20,406,309

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,429,458	$18,561,107	+0.0%
Expenses	$20,406,309	$21,068,548	0.0%
Net Income	$-976,851	$-2,507,441	-0.6%

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

$382,596

Key Employees

$183,758

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEMOS DEMOPOULOS	TRUSTEE	2.00	Director	$0	$0	$0
RALPH NATALE	TRUSTEE	2.00	Director	$0	$41,198	$192,598
ROY KOHN	TRUSTEE	2.00	Director	$0	$0	$0
KIRK CONAWAY	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY ISAACS	TRUSTEE	2.00	Director	$0	$0	$0
DAVID PEREZ	TRUSTEE	2.00	Director	$0	$41,198	$189,998
ANA TANG	FUND ADMINISTRATOR	27.00	Key Emp	$156,241	$27,517	$183,758

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	$19,429,458	$20,406,309	$41,900,478	$-976,851
2024	$18,561,107	$21,068,548	$43,889,815	$-2,507,441
2023	$17,953,187	$16,485,941	$44,050,348	$1,467,246
2022	$18,450,623	$18,289,901	$42,995,154	$160,722
2021	$18,048,990	$18,049,006	$46,697,658	$-16
2020	$21,066,597	$18,515,726	$44,920,523	$2,550,871
2019	$18,765,535	$18,410,502	$42,587,638	$355,033
2018	$18,235,652	$15,339,773	$41,328,387	$2,895,879

HEALTH FUND 917