SOUTHERN OHIO PAINTERS HEALTH HEALTH & WELFARE FUND (EIN 311063422) - 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

1983

Legal Domicile

Principal Officer

DANA CLARK

Phone

9372547359

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN OHIO PAINTERS HEALTH HEALTH & WELFARE FUND, founded in 1983, is a community nonprofit that reported $8.5M in total revenue in fiscal year 2023. Expenses of $10.6M exceeded revenue, resulting in a 24% operating deficit.

Mission

PROVIDE HEALTH & WELFARE BENEFITS TO 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,610,602

Investment Income $-217,800

Other Revenue $121,003

TOTAL REVENUE $8,513,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,852

Fundraising Expenses $0

Program Expenses $9,921,721

Other Expenses $607,423

TOTAL EXPENSES $10,553,996

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,513,805	$8,937,527	0.0%
Expenses	$10,553,996	$9,118,770	+0.2%
Net Income	$-2,040,191	$-181,243	+10.3%

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

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

$20,400

Total Directors

$20,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WARREN T SMITH	ASST ADMINIS	39.50	Officer Director	$20,400	$0	$20,400
DANA CLARK	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOE CONLEY	TRUSTEE	1.00	Director	$0	$0	$0
LEE DENNEY	TRUSTEE	1.00	Director	$0	$0	$0
JAMES ECK	TRUSTEE	1.00	Director	$0	$0	$0
CHAD HUDEPOHL	TRUSTEE	1.00	Director	$0	$0	$0
JOE LAUER	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER NAEGELE	TRUSTEE	1.00	Director	$0	$0	$0
JASON PARR	TRUSTEE	1.00	Director	$0	$0	$0
JEFF QVICK	TRUSTEE	1.00	Director	$0	$0	$0
JIM SHERWOOD	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY TURI	SECRETARY	1.00	Officer Director	$0	$0	$0
KYLE YOUNG	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	No data	No data	No data	No data
2023	$8,513,805	$10,553,996	$10,416,185	$-2,040,191
2022	$8,937,527	$9,118,770	$11,760,579	$-181,243
2021	$8,313,787	$8,480,389	$13,310,881	$-166,602
2020	$8,905,131	$7,392,682	$13,486,783	$1,512,449
2019	$8,542,533	$8,286,847	$11,685,543	$255,686
2018	$8,915,606	$7,927,312	$10,638,981	$988,294

SOUTHERN OHIO PAINTERS HEALTH HEALTH & WELFARE FUND