IATSE NATIONAL HEALTH AND WELFARE FUND (EIN 237333434) - 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

1973

Legal Domicile

Phone

2125809092

Tax Period

2023-01-01 to 2023-12-31

IATSE NATIONAL HEALTH AND WELFARE FUND, founded in 1973, is a major nonprofit that reported $309.5M in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $370.4M exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

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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 $293,759,927

Investment Income $15,128,911

Other Revenue $563,204

TOTAL REVENUE $309,452,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $14,868,895

TOTAL EXPENSES $370,439,282

Year-over-Year Comparison

	2023	2022	Change
Revenue	$309,452,042	$492,584,092	-0.4%
Expenses	$370,439,282	$325,120,472	+0.1%
Net Income	$-60,987,240	$167,463,620	-1.4%

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

$491,171

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW D LOEB	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER BROCKMEYER	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN J LAWLOR	TRUSTEE	1.00	Director	$0	$0	$0
JAMES B WOOD	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL E DITOLLA	TRUSTEE	1.00	Director	$0	$0	$0
PATRICIA WHITE	TRUSTEE	1.00	Director	$0	$0	$0
CAROL A LOMBARDINI ESQ	TRUSTEE	1.00	Director	$0	$0	$0
SAM C SHULMAN - EFF 0523	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL F MILLER JR	TRUSTEE	1.00	Director	$0	$0	$0
HANK LACHMUND	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
JOANNE M SANDERS	TRUSTEE	1.00	Director	$0	$0	$0
JAY BARNETT	TRUSTEE	1.00	Director	$0	$0	$0
JASON LAKS	TRUSTEE	1.00	Director	$0	$0	$0
PAUL LIBIN - THRU 0523	TRUSTEE	1.00	Director	$0	$0	$0
ANNE J ZEISLER	EXECUTIVE DIRECTOR	26.00	Key Emp	$0	$61,983	$491,171
MARGARET RYAN-GROPPO	DIR. OF HUMAN RESOURCES	24.00	Highest	$0	$45,120	$235,505
JOEL SEGAL	DIRECTOR OF I.T.	24.00	Highest	$0	$49,119	$284,266
MICHAEL FIFE	DIRECTOR OF CONTRIBUTIONS	18.00	Highest	$0	$48,233	$274,386
ROSALINA ROLDAN	DIRECTOR OF FINANCE	20.00	Highest	$0	$47,817	$269,664
SCOTT TRIVIGNO	DIRECTOR OF BENEFITS	24.00	Highest	$0	$50,826	$302,359

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	$309,452,042	$370,439,282	$951,309,458	$-60,987,240
2022	$492,584,092	$325,120,472	$935,428,976	$167,463,620
2021	$400,744,906	$291,223,210	$881,903,494	$109,521,696
2020	$211,952,867	$263,032,978	$732,291,336	$-51,080,111
2019	$347,040,628	$247,541,087	$740,273,601	$99,499,541
2018	$305,772,270	$214,826,227	$580,373,611	$90,946,043

IATSE NATIONAL HEALTH AND WELFARE FUND