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

EIN: 200575135 Mutual Benefit

QUINCY, MA

Total Revenue
$2,837,909
Total Expenses
$2,644,093
Total Assets
$2,054,381
Net Assets
$2,054,381
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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
MA
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.

Program Service Accomplishments

Program 1
Expenses: $2,644,093 Revenue: $2,754,060

THE FUND PROVIDES FOR DENTAL BENEFITS THROUGH INSURANCE, AND THE PAYMENT OF VISION BENEFITS, DEPENDENT CARE BENEFITS AND DEATH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE BENEFICIARIES. THE FUND HAD...

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THE FUND PROVIDES FOR DENTAL BENEFITS THROUGH INSURANCE, AND THE PAYMENT OF VISION BENEFITS, DEPENDENT CARE BENEFITS AND DEATH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE BENEFICIARIES. THE FUND HAD AN AVERAGE OF 2,111 EMPLOYEE PARTICIPANTS DURING THE YEAR.

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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%)

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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

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Governance

Voting Members
4
Independent Members
4
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
0
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
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
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