YOUNGSTOWN AREA ELECTRICAL WELFARE FUND (EIN 340835041) - 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

1958

Legal Domicile

Principal Officer

CODY HILLIARD

Phone

3302700453

Tax Period

2023-01-01 to 2023-12-31

YOUNGSTOWN AREA ELECTRICAL WELFARE FUND, founded in 1958, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 23% operating margin.

Mission

TO PROVIDE HEALTHCARE TO ITS 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 $4,435,129

Investment Income $197,324

Other Revenue $7,000

TOTAL REVENUE $4,639,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $405,620

TOTAL EXPENSES $3,586,982

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,639,453	$3,823,139	+0.2%
Expenses	$3,586,982	$3,543,070	+0.0%
Net Income	$1,052,471	$280,069	+2.8%

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
CODY HILLIARD	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS LIPKA	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL A EVANGELISTA	TRUSTEE	1.00	Director	$0	$0	$0
ERIC W JAY	TRUSTEE	1.00	Director	$0	$0	$0
AHREN A PEPLOW	TRUSTEE	1.00	Director	$0	$0	$0
JAMES VIANO	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	$4,639,453	$3,586,982	$6,790,605	$1,052,471
2022	$3,823,139	$3,543,070	$5,611,436	$280,069
2021	$3,780,542	$3,696,725	$5,561,867	$83,817
2020	$2,848,631	$3,796,533	$5,467,305	$-947,902
2019	$2,766,815	$3,115,437	$6,184,165	$-348,622
2018	$2,614,046	$2,749,489	$6,137,020	$-135,443

YOUNGSTOWN AREA ELECTRICAL WELFARE FUND