AMALGAMATED NATIONAL HEALTH FUND

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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

1945

Legal Domicile

Principal Officer

LYNNE FOX

Phone

9173675000

Tax Period

2024-01-01 to 2024-12-31

AMALGAMATED NATIONAL HEALTH FUND, founded in 1945, is a major nonprofit that reported $204.1M in total revenue in fiscal year 2024.

Mission

HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

HEALTH AND WELFARE BENEFITS DISBURSED TO OR FOR MEMBERS 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $193,657,473

Investment Income $10,001,513

Other Revenue $441,559

TOTAL REVENUE $204,100,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $31,802,057

TOTAL EXPENSES $207,750,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,100,545	$189,079,062	+0.1%
Expenses	$207,750,922	$191,859,392	+0.1%
Net Income	$-3,650,377	$-2,780,330	+0.3%

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

$1,561,207

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD ELLIS	TRUSTEE	1.00	Director	$0	$0	$0
JOHN FOWLER	TRUSTEE	1.00	Director	$0	$0	$0
LYNNE FOX	TRUSTEE	1.00	Director	$0	$44,857	$280,056
KATHY HANSHEW	TRUSTEE	1.00	Director	$0	$36,007	$190,356
JEAN HERVEY	TRUSTEE	1.00	Director	$0	$26,127	$63,579
JULIE KELLY	TRUSTEE	1.00	Director	$0	$21,794	$169,814
ROBERT KOVACS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID MELMAN	TRUSTEE	1.00	Director	$0	$57,692	$255,655
HOMI B PATEL	TRUSTEE	1.00	Director	$0	$0	$0
WARREN PEPICELLI	TRUSTEE	1.00	Director	$0	$64,569	$226,267
EDGAR ROMNEY	TRUSTEE	1.00	Director	$0	$27,105	$98,537
RICHARD RUMELT	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN E THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK JONES SR	TRUSTEE (P)	1.00	Director	$0	$0	$46,440
MARIA RIVERA	TRUSTEE	1.00	Director	$0	$0	$106,745
CHRIS BAUMANN	TRUSTEE	1.00	Director	$0	$0	$123,758

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	$204,100,545	$207,750,922	$79,607,568	$-3,650,377
2023	$189,079,062	$191,859,392	$82,148,604	$-2,780,330
2022	$177,000,760	$178,109,896	$79,814,281	$-1,109,136
2021	$172,209,851	$177,706,463	$95,902,147	$-5,496,612
2020	$176,930,396	$200,045,498	$107,820,090	$-23,115,102
2019	$212,290,345	$213,632,276	$132,598,517	$-1,341,931
2018	$206,174,998	$199,380,091	$124,763,083	$6,794,907