TEAMSTERS LOCAL 830 WELFARE PLAN (EIN 231415471) - 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

1953

Legal Domicile

Principal Officer

DANIEL GRACE

Phone

2159691012

Tax Period

2023-09-01 to 2024-08-31

TEAMSTERS LOCAL 830 WELFARE PLAN, founded in 1953, is a mid-sized nonprofit that reported $37.7M in total revenue in fiscal year 2023.

Mission

MEDICAL DOCTORS VISITS AND MAJOR MEDICAL, HOSPITALIZATION, PRESCRIPTION DRUG, VISION AND OTHER DIAGNOSTIC BENEFITS.

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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 $36,221,386

Investment Income $1,491,505

Other Revenue $0

TOTAL REVENUE $37,712,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $664,823

Fundraising Expenses $0

Other Expenses $470,701

TOTAL EXPENSES $36,855,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,712,891	$35,360,417	+0.1%
Expenses	$36,855,518	$34,757,073	+0.1%
Net Income	$857,373	$603,344	+0.4%

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

$816,401

Key Employees

$286,416

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOMINIC ORIGLIO	EMPLOYER TRUSTEE	5.00	Director	$0	$0	$0
MATTHEW FUNCHION	EMPLOYER TRUSTEE	5.00	Director	$0	$0	$0
NICHOLAS FUNCHION	EMPLOYER TRUSTEE	5.00	Director	$0	$0	$0
DANIEL GRACE	UNION TRUSTEE	5.00	Director	$0	$68,551	$217,851
CHARLES T WHITE	UNION TRUSTEE	5.00	Director	$0	$62,625	$198,425
SUSANNE T DELUISI	UNION TRUSTEE (P)	5.00	Director	$0	$70,557	$208,757
JOHN O'ROURKE	EMPLOYER TRUSTEE	5.00	Director	$0	$61,508	$191,368
SAMUEL J KENISH	ADMINISTRATOR	18.00	Key Emp	$123,204	$29,740	$286,416

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	$37,712,891	$36,855,518	$45,960,279	$857,373
2023	$35,360,417	$34,757,073	$44,242,697	$603,344
2022	$34,779,019	$33,546,280	$43,729,329	$1,232,739
2021	$36,030,617	$31,971,319	$44,092,467	$4,059,298
2020	$37,427,973	$32,434,399	$39,799,332	$4,993,574
2019	$37,751,537	$31,383,158	$34,927,615	$6,368,379
2018	$33,426,996	$28,417,640	$27,727,420	$5,009,356

TEAMSTERS LOCAL 830 WELFARE PLAN