MIDWEST REGION LABORERS HEALTH & SAFETY FUND (EIN 371384481) - 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

1999

Legal Domicile

Principal Officer

DAVID FRYE

Phone

2177896996

Tax Period

2024-01-01 to 2024-12-31

MIDWEST REGION LABORERS HEALTH & SAFETY FUND, founded in 1999, is a community nonprofit in the Employment sector that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $485K, a strong 22% operating margin.

Mission

EDUCATING UNION MEMBERS ON HEALTH & SAFETY ISSUES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,837,017

Investment Income $333,178

Other Revenue $0

TOTAL REVENUE $2,170,195

Expense Breakdown

Grants Paid $181,950

Salaries & Benefits $479,223

Fundraising Expenses $0

Other Expenses $1,023,667

TOTAL EXPENSES $1,684,840

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,170,195	$1,999,510	+0.1%
Expenses	$1,684,840	$1,432,737	+0.2%
Net Income	$485,355	$566,773	-0.1%

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

$224,037

Total Directors

$33,230

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID FRYE	CHAIRMAN	4.00	Officer Director	$0	$0	$0
ANTHONY PENN	TRUSTEE	1.00	Director	$0	$0	$0
MATT SMITH	TRUSTEE	1.00	Director	$0	$0	$0
GLYN RAMAGE	TRUSTEE	1.00	Director	$0	$7,470	$33,230
TIM BELL	TRUSTEE	1.00	Director	$0	$0	$0
BRANDON FLINN	TRUSTEE	1.00	Director	$0	$0	$0
RENO HAMMOND	TRUSTEE	1.00	Director	$0	$0	$0
DOUG PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
DAVE STARK JR	TRUSTEE	1.00	Director	$0	$0	$0
PAT GLEESON	TRUSTEE	1.00	Director	$0	$0	$0
GREG DAVEY	TRUSTEE	1.00	Director	$0	$0	$0
JOHN P BROWN	TRUSTEE	1.00	Director	$0	$0	$0
EUGENE KEELEY	TRUSTEE	1.00	Director	$0	$0	$0
MARK LITTLE	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN BOYD	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN SHORT	TRUSTEE	1.00	Director	$0	$0	$0
KATHY UTTER	DIRECTOR	40.00	Officer	$117,499	$106,538	$224,037
MELANIE MATHEWSON	COMPTROLLER	8.00	Highest	$0	$90,242	$212,263
SEAN STOTT	LEGISLATIVE DIRECTOR	1.00	Highest	$0	$139,724	$329,674
JEFFREY PENN	MROC DIRECTOR	1.00	Highest	$0	$104,647	$229,130
DAVID WILLIAMS	MROC LEAD ORGANIZER	1.00	Highest	$0	$74,360	$197,333
KURT FORNESS	DIRECTOR OF COMMUNICATIONS	0.00	Highest	$0	$69,208	$186,964

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	$2,170,195	$1,684,840	$5,180,008	$485,355
2023	$1,999,510	$1,432,737	$4,657,079	$566,773
2022	$1,752,184	$1,386,372	$3,855,698	$365,812
2021	$1,776,013	$1,331,329	$4,106,456	$444,684
2020	$1,625,277	$1,137,950	$3,753,180	$487,327

MIDWEST REGION LABORERS HEALTH & SAFETY FUND