GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN (EIN 410737593) - 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

1949

Legal Domicile

Principal Officer

WADE LUNEBURG

Phone

9528540795

Tax Period

2023-10-01 to 2024-09-30

GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN, founded in 1949, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $6.8M left a modest 9% surplus.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS

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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 $7,029,180

Investment Income $467,985

Other Revenue $0

TOTAL REVENUE $7,497,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $196,414

TOTAL EXPENSES $6,794,368

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,497,165	$6,359,708	+0.2%
Expenses	$6,794,368	$4,838,638	+0.4%
Net Income	$702,797	$1,521,070	-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

N/A

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

$374,825

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WADE LUNEBURG	TRUSTEE - CHAIR	1.00	Director	$0	$23,974	$120,469
LISA ZOLLARS	TRUSTEE - SECRETARY	1.00	Director	$0	$0	$0
CHRISTA SARRACK	TRUSTEE	1.00	Director	$0	$38,736	$123,040
URIEL ESPINOZA	TRUSTEE	1.00	Director	$0	$40,000	$131,316
ADAM WELCH	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH SOBOLIK	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	$7,497,165	$6,794,368	$15,317,658	$702,797
2023	$6,359,708	$4,838,638	$13,273,647	$1,521,070
2022	$4,805,525	$4,031,095	$11,333,612	$774,430
2021	$3,285,554	$4,964,670	$11,816,218	$-1,679,116
2020	$5,461,290	$8,099,337	$12,887,715	$-2,638,047
2019	$8,831,893	$9,370,810	$14,949,168	$-538,917
2018	$8,739,810	$7,506,022	$15,000,459	$1,233,788

GREATER METROPOLITAN HOTEL EMPLOYER EMPLOYEES HEALTH & WELFARE PLAN