EMPLOYERS AND LABORERS LOCALS 100 & 397 HEALTH & WELFARE FUND (EIN 376060398) - 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

1984

Legal Domicile

Principal Officer

ROBERT GREEN

Phone

3143676555

Tax Period

2023-08-01 to 2024-07-31

EMPLOYERS AND LABORERS LOCALS 100 & 397 HEALTH & WELFARE FUND, founded in 1984, is a community nonprofit that reported $8.0M in total revenue in fiscal year 2023. Expenses of $7.3M left a modest 9% surplus.

Mission

OPERATION OF LOCALS 100 & 397 HEALTH & 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 $7,390,574

Investment Income $333,699

Other Revenue $301,122

TOTAL REVENUE $8,025,395

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $447,541

TOTAL EXPENSES $7,302,387

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,025,395	$7,693,480	+0.0%
Expenses	$7,302,387	$6,453,098	+0.1%
Net Income	$723,008	$1,240,382	-0.4%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLYN RAMAGE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KEVIN TOWNSEND	TRUSTEE	1.00	Director	$0	$0	$0
GREG DICKERMAN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT GREEN	TRUSTEE	1.00	Director	$0	$0	$0
DONNA RICHTER	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN HAYDEN	TRUSTEE	1.00	Director	$0	$0	$0
TIM KEELEY	TRUSTEE	1.00	Director	$0	$0	$0
HANK ROHWEDDER	TRUSTEE	1.00	Director	$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	$8,025,395	$7,302,387	$12,830,852	$723,008
2023	$7,693,480	$6,453,098	$11,311,961	$1,240,382
2022	$7,713,061	$6,761,293	$9,529,599	$951,768
2022	$7,973,852	$6,755,789	$9,830,662	$1,218,063
2021	$7,563,822	$6,445,006	$9,260,715	$1,118,816
2020	$7,420,567	$6,126,492	$7,678,325	$1,294,075
2019	$6,553,102	$6,097,356	$6,055,502	$455,746

EMPLOYERS AND LABORERS LOCALS 100 & 397 HEALTH & WELFARE FUND