UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND (EIN 237456226) - 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

1975

Legal Domicile

Principal Officer

ROSALBA PEREZ

Phone

7188752071

Tax Period

2024-03-01 to 2025-02-28

UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND, founded in 1975, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $1.2M left a modest 8% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,083,655

Investment Income $136,623

Other Revenue $25,779

TOTAL REVENUE $1,246,057

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $433,495

TOTAL EXPENSES $1,152,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,246,057	$2,532,911	-0.5%
Expenses	$1,152,344	$1,137,434	+0.0%
Net Income	$93,713	$1,395,477	-0.9%

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

$184,932

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AJAY BORZONI	UNION TRUSTEE	1.00	Director	$0	$31,633	$184,932
ROSALBA PEREZ	UNION TRUSTEE	1.00	Director	$0	$0	$0
SHULEM STENHILL	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JOSH WINTER	EMPLOYER 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	$1,246,057	$1,152,344	$6,680,887	$93,713
2024	$2,532,911	$1,137,434	$6,507,707	$1,395,477
2023	$1,138,391	$1,667,411	$6,537,712	$-529,020
2022	$1,968,210	$1,877,127	$6,941,070	$91,083
2021	$2,146,951	$2,281,496	$7,549,584	$-134,545
2019	$2,322,213	$2,227,071	$7,372,767	$95,142

UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND