CINCINNATI STAGE EMPLOYEES LOCAL NO 5 HEALTH AND WELFARE FUND (EIN 310983135) - 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

1976

Legal Domicile

Principal Officer

WILLIAM J ROBERSON

Phone

5137211302

Tax Period

2025-01-01 to 2025-12-31

CINCINNATI STAGE EMPLOYEES LOCAL NO 5 HEALTH AND WELFARE FUND, founded in 1976, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2025. The organization ran a surplus of $477K, a strong 26% operating margin.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO THE MEMBERS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,796,294

Investment Income $18,682

Other Revenue $0

TOTAL REVENUE $1,814,976

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $53,600

TOTAL EXPENSES $1,338,399

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,814,976	$1,713,766	+0.1%
Expenses	$1,338,399	$1,311,731	+0.0%
Net Income	$476,577	$402,035	+0.2%

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
MIKE SMITH	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM J ROBERSON	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN LOFTIN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT W JUNK	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	$1,814,976	$1,338,399	$3,366,393	$476,577
2024	No data	No data	No data	No data
2023	$1,686,836	$1,007,620	$2,487,783	$679,216
2022	$1,892,506	$899,106	$1,808,567	$993,400
2021	$1,040,873	$1,033,567	$815,167	$7,306
2020	$892,378	$1,227,306	$807,860	$-334,928
2019	$1,492,716	$1,690,036	$1,142,788	$-197,320
2018	$1,381,107	$1,578,561	$1,340,107	$-197,454

CINCINNATI STAGE EMPLOYEES LOCAL NO 5 HEALTH AND WELFARE FUND