TRUSTEES OF THE LITHOGRAPHERS AND PHOTOENGRAVERS LOCAL285 WELFARE FUND (EIN 237237228) - 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

1972

Legal Domicile

Principal Officer

WILLIAM POOLE

Phone

8006382972

Tax Period

2024-03-01 to 2025-02-28

TRUSTEES OF THE LITHOGRAPHERS AND PHOTOENGRAVERS LOCAL285 WELFARE FUND, founded in 1972, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

TO PROVIDE MEDICAL, DENTAL, VISION AND OTHER WELFARE BENEFITS TO UNION MEMBERSHIP IN ACCORDANCE WITH COLLECTIVELY BARGAINED AGREEMENT.

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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 $1,274,885

Investment Income $103,479

Other Revenue $584

TOTAL REVENUE $1,378,948

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $172,524

TOTAL EXPENSES $1,443,048

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,378,948	$1,469,677	-0.1%
Expenses	$1,443,048	$1,446,505	0.0%
Net Income	$-64,100	$23,172	-3.8%

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

Total Directors

$123,993

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID KING	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM POOLE	UNION TRUSTEE, SECRETARY	1.00	Director	$0	$26,852	$123,993
PETE GRAGNANI	UNION TRUSTEE	1.00	Director	$0	$0	$0
TOM LABADIE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
HENDERSON WOODARD	UNION TRUSTEE	1.00	Director	$0	$0	$0
DAVE ASHTON	EMPLOYER TRUSTEE, CHAIRMAN	1.00	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	$1,378,948	$1,443,048	$2,219,312	$-64,100
2024	$1,469,677	$1,446,505	$2,256,535	$23,172
2023	$1,438,353	$1,536,530	$2,234,164	$-98,177
2022	$1,408,895	$1,509,404	$2,332,187	$-100,509
2021	$1,479,852	$1,764,716	$2,431,222	$-284,864
2020	$1,679,943	$1,716,494	$2,719,863	$-36,551
2019	$1,769,280	$1,715,367	$2,746,618	$53,913
2018	$2,028,839	$1,777,227	$2,702,556	$251,612

TRUSTEES OF THE LITHOGRAPHERS AND PHOTOENGRAVERS LOCAL285 WELFARE FUND