PENNSYLVANIA HEAVY AND HIGHWAY CONTRACTORS WELFARE FUND (EIN 236295794) - 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

1952

Legal Domicile

Principal Officer

MICHAEL SAPORITO

Phone

4124712885

Tax Period

2023-01-01 to 2023-12-31

PENNSYLVANIA HEAVY AND HIGHWAY CONTRACTORS WELFARE FUND, founded in 1952, is a mid-sized nonprofit that reported $12.0M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $39.9M represent 40 months of operating reserves.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS AND 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,890,099

Investment Income $1,144,193

Other Revenue $0

TOTAL REVENUE $12,034,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,328

Fundraising Expenses $0

Other Expenses $1,159,589

TOTAL EXPENSES $12,556,209

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,034,292	$10,346,870	+0.2%
Expenses	$12,556,209	$13,004,481	0.0%
Net Income	$-521,917	$-2,657,611	-0.8%

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

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
MARK BOZENTKA	TRUSTEE	N/A	Director	$0	$0	$0
JEFFREY GIVEN	CO-CHAIRMAN	N/A	Director	$0	$0	$0
BOB ALDERSON	TRUSTEE	N/A	Director	$0	$0	$0
MICHAEL SAPORITO	CHAIRMAN	N/A	Director	$0	$0	$0
CARRIE WALLACE	TRUSTEE	N/A	Director	$0	$0	$0
DEBRA MOROCCO	TRUSTEE	N/A	Director	$0	$0	$0
RUSSELL SABOL	TRUSTEE	N/A	Director	$0	$0	$0
EMMANUEL A PARIS IV	TRUSTEE	N/A	Director	$0	$0	$0
MICHAEL WALTERS	TRUSTEE	N/A	Director	$0	$0	$0
ROSS MCCLELLAN	TRUSTEE	N/A	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	$12,034,292	$12,556,209	$39,967,536	$-521,917
2022	$10,346,870	$13,004,481	$39,114,042	$-2,657,611
2021	$16,354,632	$13,815,185	$44,828,206	$2,539,447
2020	$13,710,873	$13,778,634	$43,405,238	$-67,761
2019	$16,375,983	$12,408,598	$40,931,862	$3,967,385
2018	$17,585,212	$14,697,830	$35,514,784	$2,887,382

PENNSYLVANIA HEAVY AND HIGHWAY CONTRACTORS WELFARE FUND