OPEIU LOCAL 6 TRIAL COURT OF MASSACHUSETTS HEALTH & WELFARE FUND (EIN 222582112) - 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

Legal Domicile

Principal Officer

MARY MAHONEY

Phone

7818486006

Tax Period

2024-01-01 to 2024-12-31

OPEIU LOCAL 6 TRIAL COURT OF MASSACHUSETTS HEALTH & WELFARE FUND is a community nonprofit that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 30% operating margin.

Mission

TO PROVIDE DENTAL AND VISION CARE BENEFITS TO EMPLOYEES UNDER IRC (C) 9

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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 $3,204,128

Investment Income $200,269

Other Revenue $0

TOTAL REVENUE $3,404,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,331,650

Other Expenses $95,579

TOTAL EXPENSES $2,380,112

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,404,397	$2,816,385	+0.2%
Expenses	$2,380,112	$2,281,187	+0.0%
Net Income	$1,024,285	$535,198	+0.9%

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

N/A

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
PATRICK DALY	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
LESLIE DIAZ	TRUSTEE	1.00	Director	$0	$0	$0
MARY MAHONEY	TRUSTEE	1.00	Director	$0	$0	$0
MARK MICALE	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH PUOPOLO	TRUSTEE	1.00	Director	$0	$0	$0
JILL SAMPSON	CO-CHAIRMAN	1.00	Officer 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	$3,404,397	$2,380,112	$9,780,076	$1,024,285
2023	$2,816,385	$2,281,187	$8,671,502	$535,198
2022	$3,194,254	$2,336,364	$7,867,961	$857,890
2021	$3,003,905	$2,414,153	$7,401,972	$589,752
2020	$3,042,009	$2,095,493	$6,870,842	$946,516
2019	$3,485,887	$2,809,343	$5,710,685	$676,544
2018	$3,127,642	$2,788,112	$4,828,742	$339,530

OPEIU LOCAL 6 TRIAL COURT OF MASSACHUSETTS HEALTH & WELFARE FUND