ROCHESTER AREA CONS AND MATERIALS TEAMSTERS HEALTH & WELFARE FUND (EIN 160962644) - 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

1968

Legal Domicile

Phone

5852541700

Tax Period

2024-08-01 to 2025-07-31

ROCHESTER AREA CONS AND MATERIALS TEAMSTERS HEALTH & WELFARE FUND, founded in 1968, is a community nonprofit that reported $6.7M in total revenue in fiscal year 2024. Expenses of $6.3M left a modest 6% surplus.

Mission

PROVIDES MEDICAL, DENTAL AND LIFE INSURANCE TO PARTICIPANTS ALONG WITH OTHER SELF-INSURED HEALTH CARE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,874,074

Investment Income $723,345

Other Revenue $78,787

TOTAL REVENUE $6,676,206

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,676

Fundraising Expenses $0

Program Expenses $5,862,277

Other Expenses $306,671

TOTAL EXPENSES $6,290,624

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,676,206	$6,729,973	0.0%
Expenses	$6,290,624	$6,772,754	-0.1%
Net Income	$385,582	$-42,781	-10.0%

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

$327,988

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WEILERT	Trustee	2.00	Director	$0	$42,016	$165,464
JEREMY PIETRZYKOWSKI	Trustee	2.00	Director	$0	$40,631	$162,524
BRIAN ROSENBAUER	Trustee	2.00	Director	$0	$0	$0
MARK KEELER	Trustee	2.00	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	$6,676,206	$6,290,624	$8,213,545	$385,582
2024	$6,729,973	$6,772,754	$7,754,751	$-42,781
2023	$6,689,628	$6,782,544	$7,204,723	$-92,916
2022	$6,814,801	$6,950,245	$6,967,652	$-135,444
2021	$7,536,818	$7,093,167	$7,807,147	$443,651
2020	$6,667,964	$6,881,235	$6,503,397	$-213,271
2019	$6,667,887	$6,603,197	$6,348,013	$64,690

ROCHESTER AREA CONS AND MATERIALS TEAMSTERS HEALTH & WELFARE FUND