CENTRAL ILLINOIS CARPENTERS HEALTH AND WELFARE FUND (EIN 371117215) - 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

1982

Legal Domicile

Principal Officer

KRISTINA GUASTAFERRI

Phone

2177321919

Tax Period

2023-01-01 to 2023-12-31

CENTRAL ILLINOIS CARPENTERS HEALTH AND WELFARE FUND, founded in 1982, is a mid-sized nonprofit that reported $35.6M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $33.5M left a modest 6% surplus.

Mission

HEALTH AND WELFARE PLAN

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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 $33,428,637

Investment Income $1,823,808

Other Revenue $331,033

TOTAL REVENUE $35,583,478

Expense Breakdown

Grants Paid $0

Salaries & Benefits $644,334

Fundraising Expenses $0

Other Expenses $1,586,436

TOTAL EXPENSES $33,501,309

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,583,478	$30,717,002	+0.2%
Expenses	$33,501,309	$29,006,233	+0.2%
Net Income	$2,082,169	$1,710,769	+0.2%

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
NATHAN GERMAN- PAST	CHAIRMAN	0.00	Officer Director	$0	$0	$0
RIKI DIAL	TRUSTEE	0.00	Director	$0	$0	$0
JASON BREWER	TRUSTEE	0.00	Director	$0	$0	$0
JEFF FUERST	SECRETARY	0.00	Officer Director	$0	$0	$0
MATT WATCHINISKI	TRUSTEE	0.00	Director	$0	$0	$0
MATT BENDER	TRUSTEE	0.00	Director	$0	$0	$0
JEFF BORT	TRUSTEE	0.00	Director	$0	$0	$0
JOSH ROBERTSON	TRUSTEE	0.00	Director	$0	$0	$0
MIKE SUNLEY	TRUSTEE	0.00	Director	$0	$0	$0
NICK HART	TRUSTEE	0.00	Director	$0	$0	$0
WES ZOBRIST	TRUSTEE	0.00	Director	$0	$0	$0
KRISTINA GUASTAFERRI	ADMIN	40.00	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	$35,583,478	$33,501,309	$72,884,583	$2,082,169
2022	$30,717,002	$29,006,233	$66,409,380	$1,710,769
2021	$33,295,122	$11,021,494	$72,084,267	$22,273,628
2020	$27,968,561	$24,767,425	$66,773,838	$3,201,136
2019	$28,619,646	$27,056,251	$59,334,892	$1,563,395
2018	$26,743,330	$24,751,743	$51,249,614	$1,991,587

CENTRAL ILLINOIS CARPENTERS HEALTH AND WELFARE FUND