PHILADELPHIA, PA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)BOARD OF TRUSTEES CARPENTERS' HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY, founded in 1960, is a major nonprofit that reported $129.8M in total revenue in fiscal year 2021. Net assets of $498.4M represent 46 months of operating reserves.
THE CARPENTERS' HEALTH AND WELFARE FUND OF PHILADELPHIA AND VICINITY (THE PLAN) PROVIDES HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF METROPOLITAN REGIONAL COUNCIL OF PHILADELPHIA AND VICINITY OF THE UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA WHICH REPRESENTS CARPENTERS EMPLOYED PRIMARILY IN SOUTHEASTERN PENNSYLVANIA.
THE PLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, VISION, WEEKLY DISABILITY INCOME AND WORKERS' COMPENSATION, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT, AND VACATION BENEFITS. REFERENCE...
THE PLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, VISION, WEEKLY DISABILITY INCOME AND WORKERS' COMPENSATION, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT, AND VACATION BENEFITS. REFERENCE SHOULD BE MADE TO THE SUMMARY PLAN DESCRIPTION FOR SPECIFIC DETAILS ON ELIGIBILITY AND BENEFITS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2021 | 2020 | Change | |
|---|---|---|---|
| Revenue | $129,770,431 | $133,720,722 | 0.0% |
| Expenses | $126,299,095 | $112,226,987 | +0.1% |
| Net Income | $3,471,336 | $21,493,735 | -0.8% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| FRANK LUTTER | MGMT TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| JAMES R DAVIS | MGMT TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| PHILIP RADOMSKI | MGMT TRUSTEE CO-CHAIR | 2.00 |
Director
|
$0 | $0 | $0 |
| JOSEPH CLEARKIN | MGMT TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| JACK HEALY | MGMT TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL MORROW | LABOR TRUSTEE | 2.00 |
Director
|
$0 | $0 | $160,311 |
| BENJAMIN J CONNORS | MGMT TRUSTEE | 2.00 |
Director
|
$0 | $0 | $0 |
| WILLIAM SPROULE | LABOR TRUSTEE CO-CHAIR | 2.00 |
Director
|
$0 | $0 | $357,708 |
| RICHARD KELLY | LABOR TRUSTEE | 2.00 |
Director
|
$0 | $89,864 | $251,732 |
| JAMES HOCKER | LABOR TRUSTEE | 2.00 |
Director
|
$0 | $0 | $178,154 |
| ANTHONY ABRANTES | LABOR TRUSTEE | 2.00 |
Director
|
$0 | $0 | $238,077 |
| RAYMOND BRUGUERAS | LABOR TRUSTEE (P) | 2.00 |
Director
|
$0 | $0 | $205,846 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2022 | $129,770,431 | $126,299,095 | $502,024,693 | $3,471,336 |
| 2022 | $88,045,752 | $87,190,610 | No data | $855,142 |
| 2021 | $133,720,722 | $112,226,987 | $507,387,795 | $21,493,735 |
| 2020 | $139,835,365 | $120,982,417 | $458,301,832 | $18,852,948 |
| 2019 | $147,923,116 | $104,595,888 | $445,523,440 | $43,327,228 |
| 2019 | $147,923,116 | $104,595,888 | $445,523,440 | $43,327,228 |
Compare BOARD OF TRUSTEES CARPENTERS' HEALTH & WELFARE FUND OF PHILADELPHIA & VICINITY with other nonprofits in Pennsylvania and across the country.