LOCAL 52 SHORT TERM DISABILITY HEALTH & WELFARE PLAN (EIN 237086384) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

JOHN PAUL SMITH

Phone

3342720240

Tax Period

2023-01-01 to 2023-12-31

LOCAL 52 SHORT TERM DISABILITY, founded in 1970, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2018.

Mission

COLLECTION OF FUNDS FROM EMPLOYERS AND EMPLOYEES FOR EMPLOYEE BENEFITS, PURCHASE OF INSURANCE, AND PAYMENT OF CLAIMS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,865,215

Investment Income $208,525

Other Revenue $5,920

TOTAL REVENUE $4,079,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,519

Fundraising Expenses $0

Other Expenses $66,099

TOTAL EXPENSES $4,574,360

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,079,660	$4,518,252	-0.1%
Expenses	$4,574,360	$4,483,738	+0.0%
Net Income	$-494,700	$34,514	-15.3%

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

$312,175

Total Directors

$312,175

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE EAVES	TRUSTEE	1.00	Director	$0	$0	$0
SAM HEWITT	TRUSTEE	1.00	Director	$0	$0	$0
MARK TAUNTON	CHAIR	1.00	Director	$0	$0	$0
CHRIS HUTCHERSON	VICE CHAIR	1.00	Director	$0	$0	$0
JIM THOMAS	TRUSTEE/BUSINESS AGENT	1.00	Officer Director	$0	$62,005	$157,925
JOHN PAUL SMITH	TRUSTEE/BUSINESS MANAGER	1.00	Officer Director	$0	$61,190	$154,250

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	$4,079,660	$4,574,360	$8,716,913	$-494,700
2022	$4,518,252	$4,483,738	$8,898,069	$34,514
2021	$4,578,415	$4,525,885	$9,234,847	$52,530
2020	$4,012,296	$4,251,579	$9,043,053	$-239,283
2019	$5,029,801	$4,249,624	$9,204,703	$780,177
2018	$4,652,008	$4,814,702	$8,310,881	$-162,694

LOCAL 52 SHORT TERM DISABILITY HEALTH & WELFARE PLAN