AFSCME HEALTH AND WELFARE FUND (EIN 237360639) - 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

MIKE SUKAL

Phone

7175649338

Tax Period

2023-01-01 to 2023-12-31

AFSCME HEALTH AND WELFARE FUND, founded in 1974, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2023. Net assets of $21.5M represent 40 months of operating reserves.

Mission

TO PROVIDE HEALTH AND WELFARE 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,865,478

Investment Income $671,934

Other Revenue $0

TOTAL REVENUE $6,537,412

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $735,505

TOTAL EXPENSES $6,521,340

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,537,412	$6,464,968	+0.0%
Expenses	$6,521,340	$7,123,451	-0.1%
Net Income	$16,072	$-658,483	-1.0%

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
DAVID HENDERSON	TRUSTEE, CHAIRMAN	1.00	Director	$0	$0	$0
JOHN GALUSKA	TRUSTEE	1.00	Director	$0	$0	$0
SHANE CLARK	TRUSTEE	1.00	Director	$0	$0	$0
TARA WILSON	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN SMITH	TRUSTEE	1.00	Director	$0	$0	$0
MARY LOU KABOLY	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA CYPHER	TRUSTEE	1.00	Director	$0	$0	$0
SAMANTHA RAYNER	ADMINISTRATOR	1.00	Officer	$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	$6,537,412	$6,521,340	$21,642,745	$16,072
2022	$6,464,968	$7,123,451	$20,341,063	$-658,483
2021	$7,090,542	$6,899,485	$24,631,486	$191,057
2020	$8,747,267	$6,702,583	$23,566,693	$2,044,684
2019	$7,709,607	$6,370,694	$21,129,121	$1,338,913
2018	$7,769,842	$6,840,747	$17,944,724	$929,095

AFSCME HEALTH AND WELFARE FUND