LOCAL 306 THEATEMPLOYHEALTH FUND C/O BENEFIT PLANS INC (EIN 136174165) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

CHRISTOPHER BROCKMEYER

Phone

6463808510

Tax Period

2024-04-01 to 2025-03-31

LOCAL 306 THEATEMPLOYHEALTH FUND C/O BENEFIT PLANS INC, founded in 1965, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 55% operating margin.

Mission

WELFARE FUND

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,017,658

Investment Income $443,602

Other Revenue $0

TOTAL REVENUE $5,461,260

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $371,349

TOTAL EXPENSES $2,479,217

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,461,260	$3,390,791	+0.6%
Expenses	$2,479,217	$2,199,308	+0.1%
Net Income	$2,982,043	$1,191,483	+1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CAROL BOKUN	TRUSTEE	5.00	Director	$0	$0	$0
CHRISTOPHER BROCKMEYER	TRUSTEE	5.00	Director	$0	$0	$0
WILLA BURKE	TRUSTEE	5.00	Director	$0	$0	$0
CHARLOTTE JOHNSON	TRUSTEE	5.00	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	$5,461,260	$2,479,217	$16,331,723	$2,982,043
2024	$3,390,791	$2,199,308	$13,190,175	$1,191,483
2023	$3,315,315	$1,873,752	$11,135,960	$1,441,563
2022	$1,597,398	$1,553,104	$10,311,892	$44,294
2021	$413,238	$1,638,765	$10,253,427	$-1,225,527
2020	$3,310,158	$1,472,079	$9,709,543	$1,838,079
2019	$3,377,627	$1,636,060	$8,237,785	$1,741,567

LOCAL 306 THEATEMPLOYHEALTH FUND C/O BENEFIT PLANS INC