Retail Wholesale & Dept Store Union Local 1034 Health & Welfare Fund

EIN: 237105550

WAYNE, PA

Total Revenue
$1,580,054
Total Expenses
$1,702,948
Total Assets
$865,772
Net Assets
$850,100
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
PA
Phone
2153386336
Tax Period
2024-01-01 to 2024-12-31

Retail Wholesale & Dept Store Union Local 1034 Health & Welfare Fund, founded in 1972, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024.

Mission

HEALTH AND WELFARE PLAN FOR UNION MEMBERS, (MULTI EMPLOYER PLAN)

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,566,347
Investment Income $13,707
Other Revenue $0
TOTAL REVENUE $1,580,054

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $103,227
TOTAL EXPENSES $1,702,948

Year-over-Year Comparison

2024 2023 Change
Revenue $1,580,054 $1,464,609 +0.1%
Expenses $1,702,948 $1,633,728 +0.0%
Net Income $-122,894 $-169,119 -0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
2
Independent Members
2
Employees
3
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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLES HALL TRUSTEE 5.00
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
2024 $1,580,054 $1,702,948 $865,772 $-122,894
2023 $1,464,609 $1,633,728 $974,447 $-169,119
2022 $1,452,258 $1,630,726 $1,091,147 $-178,468
2021 $1,264,401 $1,453,660 $1,435,583 $-189,259
2020 $1,677,928 $2,008,488 $1,550,081 $-330,560
2019 $1,643,624 $2,065,269 $1,775,397 $-421,645
2018 $1,730,478 $2,001,593 $2,008,620 $-271,115
Explore More Nonprofits
→Top 100 Nonprofits in Pennsylvania →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare Retail Wholesale & Dept Store Union Local 1034 Health & Welfare Fund with other nonprofits in Pennsylvania and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.