OFFICE AND PROFESSIONAL EMPLOYEES WELFARE FUND (EIN 237120690) - 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

1956

Legal Domicile

Principal Officer

TAMARA RUBYN

Phone

9258337300

Tax Period

2023-01-01 to 2023-12-31

OFFICE AND PROFESSIONAL EMPLOYEES WELFARE FUND, founded in 1956, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2023.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR COVERED 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,029,951

Investment Income $33,903

Other Revenue $0

TOTAL REVENUE $3,063,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $209,907

TOTAL EXPENSES $3,280,424

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,063,854	$3,204,952	0.0%
Expenses	$3,280,424	$3,377,446	0.0%
Net Income	$-216,570	$-172,494	+0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMARA RUBYN	LABOR TRUSTEE	1.0	Director	$0	$0	$0
KELLY GSCHWEND	LABOR TRUSTEE	1.0	Director	$0	$0	$0
TOM WALTERS	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
CATHERINE PEARSON	LABOR TRUSTEE	1.0	Director	$0	$0	$0
RICARDO SIMMONS	MANAGEMENT TRUSTEE (FORMER)	1.0	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	$3,063,854	$3,280,424	$1,829,197	$-216,570
2022	$3,204,952	$3,377,446	$2,133,374	$-172,494
2021	$3,355,374	$3,419,462	$2,286,994	$-64,088
2020	$3,608,700	$3,621,600	$2,370,033	$-12,900
2019	$3,980,497	$3,881,442	$2,428,512	$99,055
2018	$4,019,082	$4,073,840	$2,362,869	$-54,758

OFFICE AND PROFESSIONAL EMPLOYEES WELFARE FUND