MILWAUKEE HOTEL INDUSTRY HEALTH AND WELFARE FUND (EIN 396075836) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

JOAN OLSON

Phone

2627374937

Tax Period

2024-05-01 to 2025-04-30

MILWAUKEE HOTEL INDUSTRY HEALTH AND WELFARE FUND, founded in 1962, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR FAMILIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,924,421

Investment Income $4,901

Other Revenue $1,236

TOTAL REVENUE $1,930,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $100,703

TOTAL EXPENSES $1,940,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,930,558	$1,787,872	+0.1%
Expenses	$1,940,984	$1,822,472	+0.1%
Net Income	$-10,426	$-34,600	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
JOAN OLSON	LABOR TRUSTEE	0.50	Officer Director	$0	$0	$0
RONALD SAN FELIPPO	MANAGMENT TRUSTEE	0.50	Officer Director	$0	$0	$0
MARTHA HANDRICH	MANAGEMENT TRUSTEE	0.50	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
2025	$1,930,558	$1,940,984	$251,064	$-10,426
2024	$1,787,872	$1,822,472	$264,391	$-34,600
2023	$1,636,408	$1,672,439	$287,728	$-36,031
2022	$1,243,654	$1,281,472	$321,586	$-37,818
2021	$1,260,325	$1,279,244	$356,309	$-18,919
2020	$2,337,637	$2,347,412	$374,304	$-9,775
2019	$2,377,276	$2,387,963	$387,118	$-10,687

MILWAUKEE HOTEL INDUSTRY HEALTH AND WELFARE FUND