IUPAT WELFARE FUND OF WESTERN PENNSYLVANIA (EIN 251010829) - 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

1953

Legal Domicile

Principal Officer

BRIAN HERBINKO

Phone

3302700453

Tax Period

2024-01-01 to 2024-12-31

IUPAT WELFARE FUND OF WESTERN PENNSYLVANIA, founded in 1953, is a mid-sized nonprofit in the Mutual Benefit sector that reported $23.1M in total revenue in fiscal year 2024. Expenses of $21.5M left a modest 7% surplus.

Mission

TO PAY 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $22,213,128

Investment Income $899,652

Other Revenue $0

TOTAL REVENUE $23,112,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $706,556

TOTAL EXPENSES $21,516,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,112,780	$21,801,941	+0.1%
Expenses	$21,516,322	$19,949,601	+0.1%
Net Income	$1,596,458	$1,852,340	-0.1%

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

1214

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
BRIAN HERBINKO	TRUSTEE	1.00	Director	$0	$0	$0
TERRY MANUEL JR	TRUSTEE	1.00	Director	$0	$0	$0
RAY MAIOLI JR	TRUSTEE	1.00	Director	$0	$0	$0
STEVE OLASH	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA KERESTESI	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS KUCHERAWY	TRUSTEE	1.00	Director	$0	$0	$0
NEAL RIVERS	TRUSTEE	1.00	Director	$0	$0	$0
FRED EPISCOPO	TRUSTEE	1.00	Director	$0	$0	$0
ART AVALOTIS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID LOVELACE	TRUSTEE	1.00	Director	$0	$0	$0
BILL GURTNER	TRUSTEE	1.00	Director	$0	$0	$0
BRANDON VENSLOSKY	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
2024	$23,112,780	$21,516,322	$33,631,255	$1,596,458
2023	$21,801,941	$19,949,601	$29,132,520	$1,852,340
2022	$22,339,704	$23,127,542	$25,100,731	$-787,838
2021	$27,883,975	$22,343,116	$29,733,826	$5,540,859
2020	$18,614,956	$18,559,166	$23,329,438	$55,790
2019	$20,775,094	$17,464,392	$21,807,254	$3,310,702
2018	$17,325,696	$17,303,283	$17,716,901	$22,413

IUPAT WELFARE FUND OF WESTERN PENNSYLVANIA