MULTI SKILLED EMPLOYEES & EMPLOYERS WELFARE TRUST FUND (EIN 226348900) - 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

1982

Legal Domicile

Principal Officer

BENEDITA P BARROS

Phone

9735803116

Tax Period

2023-01-01 to 2023-12-31

MULTI SKILLED EMPLOYEES & EMPLOYERS WELFARE TRUST FUND, founded in 1982, is a community nonprofit that reported $4.1M in total revenue in fiscal year 2023.

Mission

TO ESTABLISH A TRUST TO ADMINISTER A WELFARE PROGRAM FOR THE BENEFIT OF EMPLOYEES OF SUCH EMPLOYERS, AS PROVIDED IN THE COLLECTIVE BARGAINING AGREEMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,079,158

Investment Income $1,768

Other Revenue $0

TOTAL REVENUE $4,080,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $95,252

TOTAL EXPENSES $4,054,476

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,080,926	$4,099,581	0.0%
Expenses	$4,054,476	$4,001,647	+0.0%
Net Income	$26,450	$97,934	-0.7%

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
DITA BARROS	TRUSTEE	1.0	Director	$0	$0	$0
LUKE GORDON	TRUSTEE/CHAIRMAN	1.0	Director	$0	$0	$0
DAVID MOTT	TRUSTEE	1.0	Director	$0	$0	$0
GREG RUNION	TRUSTEE	1.0	Director	$0	$0	$0
MARCO SALAZAR	TRUSTEE	1.0	Director	$0	$0	$0
JOHN SECKRETTAR	TRUSTEE	1.0	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	No data	No data	No data	No data
2023	$4,080,926	$4,054,476	$970,685	$26,450
2022	$4,099,581	$4,001,647	$976,775	$97,934
2021	$4,032,561	$4,164,755	$995,314	$-132,194
2020	$3,968,451	$4,254,943	$1,135,780	$-286,492
2019	$3,333,897	$3,730,390	$1,268,587	$-396,493
2018	$2,957,608	$3,291,639	$1,663,931	$-334,031

MULTI SKILLED EMPLOYEES & EMPLOYERS WELFARE TRUST FUND