WISCONSIN LABORERS' HEALTH FUND

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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

1967

Legal Domicile

Phone

6088461742

Tax Period

2024-09-01 to 2025-08-31

WISCONSIN LABORERS' HEALTH FUND, founded in 1967, is a major nonprofit that reported $132.3M in total revenue in fiscal year 2024. Net assets of $306.4M represent 28 months of operating reserves.

Mission

TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN.

Program Service Accomplishments

Program 1

THE PLAN PROVIDES HOSPITAL, MEDICAL, SURGICAL, DENTAL, VISION, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY, AND SKILLED NURSING CARE BENEFITS TO ALL ELIGIBLE PARTICIPANTS.

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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 $122,324,676

Investment Income $10,010,428

Other Revenue $0

TOTAL REVENUE $132,335,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,911,309

TOTAL EXPENSES $131,053,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,335,104	$124,212,225	+0.1%
Expenses	$131,053,897	$134,385,474	0.0%
Net Income	$1,281,207	$-10,173,249	-1.1%

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

176

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

$1,826,013

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB MRUGACZ	TRUSTEE	3.00	Director	$0	$0	$0
DEREK ALLEN	TRUSTEE	3.00	Director	$0	$0	$0
KEVIN RENLEY	TRUSTEE	3.00	Director	$0	$0	$0
BRIAN HORNUNG	TRUSTEE	3.00	Director	$0	$0	$0
GEORGE CULLEN	TRUSTEE	3.00	Director	$0	$0	$0
MATTHEW MARCELLIS	TRUSTEE	3.00	Director	$0	$0	$0
CJ SMITH	TRUSTEE	3.00	Director	$0	$0	$0
JAKOB ANDERSON	TRUSTEE	3.00	Director	$0	$0	$0
JAMES FOYE	TRUSTEE	3.00	Director	$0	$86,761	$217,272
TONY NEIRA	TRUSTEE	3.00	Director	$0	$101,181	$281,949
ALLEN BRADFORD	TRUSTEE	3.00	Director	$0	$84,008	$208,066
GERALD SCHOMAKER	TRUSTEE	3.00	Director	$0	$49,222	$180,583
CLARK JENSEN	TRUSTEE	3.00	Director	$0	$78,253	$210,710
KENT MILLER	TRUSTEE	3.00	Director	$0	$97,622	$298,279
PHILIP THOMPSON	TRUSTEE	3.00	Director	$0	$78,847	$224,553
CHARLIE SCHUETT	TRUSTEE	3.00	Director	$0	$83,797	$204,601
MIKE TESTOLIN	FORMER TRUSTEE	3.00	Director	$0	$0	$0
DAN CULLEN	FORMER TRUSTEE	3.00	Director	$0	$0	$0
MARY WILCOX	FORMER TRUSTEE	3.00	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	$132,335,104	$131,053,897	$381,060,579	$1,281,207
2024	$124,212,225	$134,385,474	$359,885,014	$-10,173,249
2023	$110,034,732	$113,677,243	$333,800,666	$-3,642,511
2022	$102,264,332	$116,215,798	$321,525,063	$-13,951,466
2021	$101,359,419	$111,393,887	$353,332,580	$-10,034,468
2020	$109,681,997	$100,674,626	$331,837,511	$9,007,371
2019	$97,719,898	$99,831,337	$308,332,507	$-2,111,439
2018	$98,173,184	$92,499,053	$302,142,419	$5,674,131