TEAMSTERS LOCAL 617 WELFARE FUND (EIN 237356772) - 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

1974

Legal Domicile

Principal Officer

ARMAND POHAN

Phone

2019417290

Tax Period

2017-03-01 to 2018-02-28

TEAMSTERS LOCAL 617 WELFARE FUND, founded in 1974, is a small nonprofit that reported $166K in total revenue in fiscal year 2017. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $920K exceeded revenue, resulting in a 454% operating deficit.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO 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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $55,593

Investment Income $110,492

Other Revenue $0

TOTAL REVENUE $166,085

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,874

Fundraising Expenses $0

Other Expenses $633,373

TOTAL EXPENSES $919,765

Year-over-Year Comparison

	2017	2016	Change
Revenue	$166,085	$285,053	-0.4%
Expenses	$919,765	$797,976	+0.2%
Net Income	$-753,680	$-512,923	+0.5%

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

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

$134,697

Total Directors

$62,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM MCKEEVER	TRUSTEE	1.00	Director	$12,500	$0	$12,500
WILLIAM DISTELCAMP	TRUSTEE	1.00	Director	$12,500	$0	$12,500
DOMENICK ORLANDO	TRUSTEE	1.00	Director	$12,500	$0	$12,500
GERALD WESBECKER	TRUSTEE	1.00	Director	$12,500	$0	$12,500
BURTON TREBOUR	TRUSTEE	1.00	Director	$12,500	$0	$12,500
ARMAND POHAN	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY SIDOTI	FUND MANAGER	16.00	Officer	$31,314	$45,230	$134,697

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
2018	$166,085	$919,765	No data	$-753,680

TEAMSTERS LOCAL 617 WELFARE FUND