LOCAL 734 WELFARE FUND (EIN 362272414) - 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

1954

Legal Domicile

Principal Officer

SCOTT KUNZ

Phone

7735942810

Tax Period

2025-01-01 to 2025-12-31

LOCAL 734 WELFARE FUND, founded in 1954, is a mid-sized nonprofit that reported $17.1M in total revenue in fiscal year 2025.

Mission

PROVIDE HEALTH BENEFITS

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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 $16,308,167

Investment Income $597,370

Other Revenue $192,135

TOTAL REVENUE $17,097,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $343,668

Fundraising Expenses $0

Other Expenses $786,185

TOTAL EXPENSES $16,643,820

Year-over-Year Comparison

	2025	2024	Change
Revenue	$17,097,672	$16,387,008	+0.0%
Expenses	$16,643,820	$17,259,684	0.0%
Net Income	$453,852	$-872,676	-1.5%

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

$419,110

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT KUNZ	TRUSTEE	1.00	Director	$0	$27,300	$155,467
ROBERT CRUICE	TRUSTEE	2.00	Director	$0	$0	$0
JOHN ENGLER	TRUSTEE	1.00	Director	$0	$0	$0
STEVE WALTZ	FORMER TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH LANSKI	TRUSTEE	1.00	Director	$0	$27,300	$134,886
JEFF BURDEAUX	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH LAURICELLA	TRUSTEE	1.00	Director	$0	$0	$5,900
CARLOS RAMIREZ	TRUSTEE	1.00	Director	$0	$27,300	$122,857
EWA KASZUBA	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS BOEHM	FUND ADMINISTRATOR	20.00	Highest	$150,000	$27,300	$177,300

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	$17,097,672	$16,643,820	$14,432,899	$453,852
2024	$16,387,008	$17,259,684	$13,818,001	$-872,676
2023	$15,239,560	$16,905,996	$14,887,427	$-1,666,436
2022	$8,774,765	$7,815,930	$15,365,096	$958,835
2022	$12,031,475	$12,528,041	$14,103,073	$-496,566
2021	$11,857,868	$13,016,686	$15,861,419	$-1,158,818
2020	$12,099,411	$14,896,708	$16,512,514	$-2,797,297
2019	$12,011,834	$15,448,210	$19,286,331	$-3,436,376

LOCAL 734 WELFARE FUND