AFSCME LOCAL 590 HEALTH AND WELFARE FUND (EIN 232338265) - 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

1984

Legal Domicile

Principal Officer

YVONNE HARRIS

Phone

8567591336

Tax Period

2024-08-01 to 2025-07-31

AFSCME LOCAL 590 HEALTH AND WELFARE FUND, founded in 1984, is a small nonprofit that reported $494K in total revenue in fiscal year 2024. The organization ran a surplus of $196K, a strong 40% operating margin.

Mission

THE FUND PROVIDES PRESCRIPTION DRUG BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS.

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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 $441,396

Investment Income $52,359

Other Revenue $0

TOTAL REVENUE $493,755

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $23,567

TOTAL EXPENSES $297,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$493,755	$478,400	+0.0%
Expenses	$297,701	$286,014	+0.0%
Net Income	$196,054	$192,386	+0.0%

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

$4,767

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YVONNE HARRIS	TRUSTEE	2.00	Director	$0	$0	$3,884
LLOYD FRANK	TRUSTEE	2.00	Director	$0	$0	$883
JALIL SHAFI	TRUSTEE	2.00	Director	$0	$0	$0
KARIN SULLENBERGER	TRUSTEE (P)	2.00	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	$493,755	$297,701	$1,627,578	$196,054
2024	No data	No data	No data	No data
2023	$462,471	$352,483	$1,167,467	$109,988
2022	$547,235	$373,973	$1,020,534	$173,262
2021	$456,947	$407,791	$790,364	$49,156
2020	$445,522	$396,177	$697,778	$49,345
2019	$454,224	$459,757	$722,926	$-5,533
2018	$451,640	$474,295	$718,462	$-22,655

AFSCME LOCAL 590 HEALTH AND WELFARE FUND