SHOPMENS IRON WORKERS HEALTH AND WELFARE TRUST FUND (EIN 237252041) - 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

DAVE OSBORNE

Phone

6267927337

Tax Period

2024-08-01 to 2025-07-31

SHOPMENS IRON WORKERS HEALTH AND WELFARE TRUST FUND, founded in 1972, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2024.

Mission

TO PROVIDE MEDICAL, DENTAL AND VISION 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,972,708

Investment Income $150,883

Other Revenue $442

TOTAL REVENUE $7,124,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,014,886

Other Expenses $177,962

TOTAL EXPENSES $7,041,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,124,033	$7,047,571	+0.0%
Expenses	$7,041,523	$7,322,623	0.0%
Net Income	$82,510	$-275,052	-1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN PARAMO	Trustee	1.00	Director	$0	$0	$0
GARRY TITLE	Trustee	1.00	Director	$0	$0	$0
MICHAEL NEWINGTON	Trustee	1.00	Director	$0	$0	$0
DAVE OSBORNE	Trustee	1.00	Director	$0	$0	$0
JESSE RODARTE	Trustee	1.00	Director	$0	$0	$0
JOSE ARAIZA	Trustee	1.00	Director	$0	$0	$0
GREG MCCLELLAND	Trustee	1.00	Director	$0	$0	$0
CHRISTOPHER CHAPMAN	Trustee	1.00	Director	$0	$0	$0
ADAN PRECIADO	Trustee	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	$7,124,033	$7,041,523	$3,582,647	$82,510
2024	$7,047,571	$7,322,623	$3,553,671	$-275,052
2023	$6,757,120	$6,959,405	$3,720,167	$-202,285
2022	$6,881,113	$7,103,897	$3,940,990	$-222,784
2021	$7,259,413	$7,435,252	$4,598,700	$-175,839
2020	$7,736,567	$7,606,858	$4,633,136	$129,709
2019	$7,647,071	$7,288,054	$4,342,498	$359,017
2018	$7,231,098	$7,020,735	$3,872,322	$210,363

SHOPMENS IRON WORKERS HEALTH AND WELFARE TRUST FUND