Caseyville, IL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND, founded in 1960, is a mid-sized nonprofit that reported $10.2M in total revenue in fiscal year 2023. The organization ran a surplus of $2.6M, a strong 25% operating margin.
Providing quality health care to local sheet metal union members, their employers, and families.
By expending significant amounts for direct medical care, prescriptions for medication, life insurance premiums, stop loss insurance premiums, reimbursements for medical expenses paid, administrative...
By expending significant amounts for direct medical care, prescriptions for medication, life insurance premiums, stop loss insurance premiums, reimbursements for medical expenses paid, administrative fees paid to a qualified third-party claims processing service organization, and salaries and benefits for an employee to perform clerical and bookkeeping services the plan achieved the purpose of providing quality health care to the membership.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $10,160,928 | $9,774,569 | +0.0% |
| Expenses | $7,595,106 | $7,348,993 | +0.0% |
| Net Income | $2,565,822 | $2,425,576 | +0.1% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| John LePere | Trustee | 1 |
Director
|
$0 | $0 | $99,433 |
| Paul Numi | Trustee | 1 |
Director
|
$0 | $0 | $95,777 |
| Jeffery R Bauer | Managing Trustee | 10 |
Officer
Director
|
$0 | $0 | $95,250 |
| Phil Halliday | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Eric Theiss | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Brad McPherson | Trustee | 1 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $10,160,928 | $7,595,106 | $16,208,313 | $2,565,822 |
| 2023 | $9,774,569 | $7,348,993 | $13,692,615 | $2,425,576 |
| 2022 | $6,946,955 | $7,080,939 | $11,267,532 | $-133,984 |
| 2021 | $9,344,586 | $7,861,995 | $11,401,462 | $1,482,591 |
Compare SHEET METAL WORKERS LOCAL NO 268 WELFARE TRUST FUND with other nonprofits in Illinois and across the country.