NAGE SEIU LOCAL 5000TRIAL COURT OF MASSACHUSETTS HEALTH AND WELFARE FUND (EIN 200575135) - 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

1984

Legal Domicile

Principal Officer

JOSEPH SACCO

Phone

6177738947

Tax Period

2025-01-01 to 2025-12-31

NAGE SEIU LOCAL 5000TRIAL COURT OF MASSACHUSETTS HEALTH AND WELFARE FUND, founded in 1984, is a community nonprofit in the Mutual Benefit sector that reported $2.8M in total revenue in fiscal year 2025. Expenses of $2.6M left a modest 7% surplus.

Mission

PAYMENT OF DENTAL, VISION, DEPENDENT CARE AND DEATH BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,754,060

Investment Income $83,849

Other Revenue $0

TOTAL REVENUE $2,837,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,644,093

Other Expenses $109,519

TOTAL EXPENSES $2,644,093

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,837,909	$2,693,041	+0.1%
Expenses	$2,644,093	$2,492,143	+0.1%
Net Income	$193,816	$200,898	0.0%

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

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
JOSEPH SACCO	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE HEGARTY	TRUSTEE	1.00	Director	$0	$0	$0
LISA ANTONELLI JONES	TRUSTEE	1.00	Director	$0	$0	$0
JILL SAMPSON	TRUSTEE	1.00	Director	$0	$0	$0
DIANE DUGAN	TRUSTEE	1.00	Director	$0	$0	$0
DORIANNA MADEIROS	TRUSTEE (PAST)	1.00	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	$2,837,909	$2,644,093	$2,054,381	$193,816
2024	$2,693,041	$2,492,143	$1,860,565	$200,898
2023	$1,941,861	$2,117,513	$1,659,667	$-175,652
2022	$2,180,982	$2,039,032	$1,835,319	$141,950
2021	$1,942,561	$2,171,787	$1,693,369	$-229,226
2020	$2,160,753	$2,017,051	$1,922,595	$143,702
2019	$2,279,457	$2,381,662	$1,778,893	$-102,205
2018	$2,108,875	$2,140,000	$1,881,098	$-31,125

NAGE SEIU LOCAL 5000TRIAL COURT OF MASSACHUSETTS HEALTH AND WELFARE FUND