AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENFT FD COLLECTIVELY BARGAINED (EIN 137214520) - 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

1999

Legal Domicile

Phone

9143675000

Tax Period

2023-01-01 to 2023-12-31

AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENFT FD COLLECTIVELY BARGAINED, founded in 1999, is a small nonprofit in the Mutual Benefit sector that reported $730K in total revenue in fiscal year 2023. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $521K, a strong 71% operating margin.

Mission

To provide post employment benefits.

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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 $0

Investment Income $730,280

Other Revenue $0

TOTAL REVENUE $730,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,434

Fundraising Expenses $0

Other Expenses $82,326

TOTAL EXPENSES $209,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$730,280	$336,550	+1.2%
Expenses	$209,033	$181,280	+0.2%
Net Income	$521,247	$155,270	+2.4%

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

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
Paul Mallen	President & CEO	0.00	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
2024	No data	No data	No data	No data
2023	$730,280	$209,033	$13,560,570	$521,247
2022	$336,550	$181,280	$12,024,227	$155,270
2021	$1,065,943	$159,795	$14,219,868	$906,148
2020	$513,952	$169,917	$12,580,970	$344,035
2019	$406,812	$191,377	$11,258,098	$215,435
2018	$278,575	$172,242	$9,700,720	$106,333

AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENFT FD COLLECTIVELY BARGAINED