INTERNATIONAL ALLIANCE OF THEATRICAL STA LOCAL 18 WELFARE FUND (EIN 396076039) - 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

1965

Legal Domicile

Principal Officer

ANTHONY PUGLIELLI

Phone

4142723540

Tax Period

2024-01-01 to 2024-12-31

INTERNATIONAL ALLIANCE OF THEATRICAL STA LOCAL 18 WELFARE FUND, founded in 1965, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $240K, a strong 16% operating margin.

Mission

TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

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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 $1,540,050

Investment Income $6,007

Other Revenue $0

TOTAL REVENUE $1,546,057

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $23,208

TOTAL EXPENSES $1,305,925

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,546,057	$1,278,583	+0.2%
Expenses	$1,305,925	$776,427	+0.7%
Net Income	$240,132	$502,156	-0.5%

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
KEN HARRIS - THRU 1024	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM MCCLAREN	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS GERFERICH - THRU 1024	TRUSTEE	1.00	Director	$0	$0	$0
CHAD BAUMAN	TRUSTEE	1.00	Director	$0	$0	$0
JAMES LULJAK	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL GRAMBOW - EFF 1124	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN GIGLINTO - EFF 1024	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY PUGLIELLI - EFF 1024	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	$1,546,057	$1,305,925	$1,770,348	$240,132
2023	$1,278,583	$776,427	$1,530,216	$502,156
2022	$1,176,190	$563,265	$1,029,894	$612,925
2021	$693,559	$584,305	$416,722	$109,254
2020	$496,657	$748,050	$307,401	$-251,393
2019	$1,076,333	$821,221	$417,784	$255,112
2018	$897,680	$829,871	$162,672	$67,809

INTERNATIONAL ALLIANCE OF THEATRICAL STA LOCAL 18 WELFARE FUND