STAGEHANDS LOCAL TWO H&W PLAN C/O … - Form 990 Financial Data

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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

1970

Legal Domicile

Principal Officer

JAMES GALLERY

Phone

6305371255

Tax Period

2023-01-01 to 2023-12-31

STAGEHANDS LOCAL TWO H&W PLAN C/O BENEFITS MANAGEMENT GROUP INC, founded in 1970, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $3.0M, a strong 27% operating margin.

Mission

TO PROVIDE MEDICAL, SURGICAL, DENTAL AND OTHER BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.

Program Service Accomplishments

Program 1

TO PROVIDE MEDICAL, SURGICAL, DENTAL AND OTHER BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.

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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 $10,508,453

Investment Income $822,863

Other Revenue $0

TOTAL REVENUE $11,331,316

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,506

Fundraising Expenses $0

Other Expenses $366,856

TOTAL EXPENSES $8,300,224

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,331,316	$12,107,827	-0.1%
Expenses	$8,300,224	$6,103,580	+0.4%
Net Income	$3,031,092	$6,004,247	-0.5%

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

N/A

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

$837,712

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG CARLSON	TRUSTEE	0.80	Director	$0	$117,964	$449,432
JEFFERY SCHNOEBELEN	TRUSTEE	0.50	Director	$672	$0	$5,165
MICHAEL ROBINSON	TRUSTEE	0.50	Director	$0	$96,656	$365,146
MAURY COLLINS	TRUSTEE	0.50	Director	$2,100	$0	$6,767
DULCIE GILMORE	TRUSTEE	0.50	Director	$1,867	$0	$5,601
KATHLEEN HECHINGER	TRUSTEE	0.50	Director	$1,867	$0	$5,601
JAMES GALLERY	PLAN ADMINISTRATOR/TPA	25.00	Officer	$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	$11,331,316	$8,300,224	$18,714,579	$3,031,092
2022	$12,107,827	$6,103,580	$13,723,411	$6,004,247
2021	$9,920,428	$12,505,418	$8,693,853	$-2,584,990
2020	$4,446,683	$5,152,986	$8,005,759	$-706,303
2019	$7,113,207	$9,227,464	$13,036,782	$-2,114,257
2018	$7,883,725	$7,477,589	$13,170,325	$406,136

STAGEHANDS LOCAL TWO H&W PLAN C/O BENEFITS MANAGEMENT GROUP INC