OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST (EIN 316029682) - 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

1959

Legal Domicile

Principal Officer

MICHAEL WILCHER

Phone

4192543322

Tax Period

2024-03-01 to 2025-02-28

OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST, founded in 1959, is a mid-sized nonprofit that reported $52.2M in total revenue in fiscal year 2024. Net assets of $110.6M represent 25 months of operating reserves.

Mission

VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION

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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 $48,223,850

Investment Income $3,739,742

Other Revenue $273,833

TOTAL REVENUE $52,237,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $839,396

Fundraising Expenses $0

Other Expenses $853,802

TOTAL EXPENSES $52,726,626

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,237,425	$51,165,052	+0.0%
Expenses	$52,726,626	$50,308,478	+0.0%
Net Income	$-489,201	$856,574	-1.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRAVIS BORNSTEIN	TRUSTEE	N/A	Director	$0	$0	$0
TOM CROFT	TRUSTEE	N/A	Director	$0	$0	$0
PATRICK DARROW	TRUSTEE	N/A	Director	$0	$0	$0
STEVE HARPER	TRUSTEE	N/A	Director	$0	$0	$0
HANNAH MONTANA	TRUSTEE	N/A	Director	$0	$0	$0
MARK SCHMIEHAUSEN	TRUSTEE	N/A	Director	$0	$0	$0
WENDY WEESE	TRUSTEE	N/A	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	$52,237,425	$52,726,626	$116,455,341	$-489,201
2024	$51,165,052	$50,308,478	$111,969,924	$856,574
2023	$44,059,382	$46,157,119	$102,116,514	$-2,097,737
2022	$44,524,414	$45,082,238	$108,867,542	$-557,824
2021	$41,544,210	$37,272,047	$114,724,784	$4,272,163
2020	$42,009,747	$37,448,028	$105,849,957	$4,561,719
2019	$39,678,432	$42,272,659	$94,984,456	$-2,594,227
2018	$43,606,827	$43,078,069	$97,998,948	$528,758

OHIO CONFERENCE OF TEAMSTERS AND INDUSTRY HEALTH AND WELFARE TRUST