UNIVERSITY OF MASSACHUSETTS-SEIU LOCAL 888 HEALTH & WELFARE FUND (EIN 201537585) - 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

1985

Legal Domicile

Principal Officer

THE TRUSTEES

Phone

6172413367

Tax Period

2025-01-01 to 2025-12-31

UNIVERSITY OF MASSACHUSETTS-SEIU LOCAL 888 HEALTH & WELFARE FUND, founded in 1985, is a small nonprofit in the Mutual Benefit sector that reported $519K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year.

Mission

PAYMENT OF DENTAL AND VISION BENEFITS TO 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 $511,925

Investment Income $6,724

Other Revenue $0

TOTAL REVENUE $518,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $546,096

Other Expenses $71,584

TOTAL EXPENSES $546,096

Year-over-Year Comparison

	2025	2024	Change
Revenue	$518,649	$556,320	-0.1%
Expenses	$546,096	$606,244	-0.1%
Net Income	$-27,447	$-49,924	-0.5%

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
MICHAEL BLISS	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLEY CASEY	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE KRUPA	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MAGNER	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS REGAN	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM STORELLA	TRUSTEE	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	$518,649	$546,096	$264,464	$-27,447
2024	$556,320	$606,244	$291,911	$-49,924
2023	$474,355	$550,104	$341,835	$-75,749
2022	$506,679	$552,369	$417,584	$-45,690
2021	$412,964	$529,105	$463,274	$-116,141
2020	$531,848	$459,160	$579,415	$72,688
2019	$683,222	$545,579	$506,727	$137,643
2018	$439,033	$526,462	$369,084	$-87,429

UNIVERSITY OF MASSACHUSETTS-SEIU LOCAL 888 HEALTH & WELFARE FUND