PAINTERS AND ALLIED TRADES DISTRICT COUNCIL 82 HEALTH CARE FUND (EIN 237111727) - 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

1961

Legal Domicile

Principal Officer

JEFF STARK

Phone

9528540795

Tax Period

2023-12-01 to 2024-11-30

PAINTERS AND ALLIED TRADES DISTRICT COUNCIL 82 HEALTH CARE FUND, founded in 1961, is a mid-sized nonprofit that reported $43.7M in total revenue in fiscal year 2023. Expenses of $39.4M left a modest 10% surplus.

Mission

TO PROVIDE HEALTH BENEFITS

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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 $41,382,796

Investment Income $2,280,448

Other Revenue $0

TOTAL REVENUE $43,663,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $444,714

TOTAL EXPENSES $39,379,601

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,663,244	$42,367,040	+0.0%
Expenses	$39,379,601	$39,860,036	0.0%
Net Income	$4,283,643	$2,507,004	+0.7%

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

$309,708

Total Directors

$1,616,394

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORDAN FRY	TRUSTEE	1.00	Director	$0	$89,391	$235,573
SCOTT PARKER	TRUSTEE	1.00	Director	$0	$92,327	$227,614
CRAIG PECK	TRUSTEE	1.00	Director	$0	$89,998	$238,196
BRADY NELSON	TRUSTEE - ALTERNATE - PAST	1.00	Director	$0	$0	$0
TIM ANDREW	TRUSTEE - ALTERNATE	1.00	Director	$0	$0	$0
CLARK ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
JOHN NESSE	TRUSTEE - ALTERNATE	1.00	Director	$0	$0	$0
JENNIFER LANG	TRUSTEE	1.00	Director	$0	$0	$0
NICK NOWAK	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL HOROVITZ	TRUSTEE - ALTERNATE	1.00	Director	$0	$0	$0
MARTHA HENRICKSON	TRUSTEE	1.00	Director	$0	$0	$0
JEFF STARK	CHAIRMAN	1.00	Officer Director	$0	$102,487	$309,708
JON PIETZ	TRUSTEE	1.00	Director	$0	$91,199	$238,822
CHAD FENNELL	TRUSTEE - ALTERNATE	1.00	Director	$0	$83,703	$226,292
TADD TRATAR	TRUSTEE - ALTERNATE	1.00	Director	$0	$59,921	$140,189

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	$43,663,244	$39,379,601	$60,608,041	$4,283,643
2023	$42,367,040	$39,860,036	$52,468,785	$2,507,004
2022	$40,184,167	$38,561,502	$49,212,878	$1,622,665
2021	$40,082,971	$38,767,030	$52,646,397	$1,315,941
2020	$37,522,215	$37,933,662	$49,566,171	$-411,447
2019	$37,791,246	$39,413,977	$46,968,005	$-1,622,731
2018	$36,973,463	$37,183,678	$45,982,646	$-210,215

PAINTERS AND ALLIED TRADES DISTRICT COUNCIL 82 HEALTH CARE FUND