CHRISTIAN LABOR ASSOCIATION ASSOCIATION HEALTH & WELFARE FUND (EIN 411000422) - 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

1970

Legal Domicile

Principal Officer

DAVID LARSON

Phone

2184545018

Tax Period

2023-01-01 to 2023-12-31

CHRISTIAN LABOR ASSOCIATION ASSOCIATION HEALTH & WELFARE FUND, founded in 1970, is a mid-sized nonprofit that reported $12.1M in total revenue in fiscal year 2023.

Mission

PROCESSING AND DISBURSING OF MEDICAL, SURGICAL AND DISABILITY CLAIMS

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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 $12,115,991

Investment Income $-6,483

Other Revenue $0

TOTAL REVENUE $12,109,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,629

Fundraising Expenses $0

Program Expenses $12,660,233

Other Expenses $2,128,838

TOTAL EXPENSES $12,660,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,109,508	$11,404,082	+0.1%
Expenses	$12,660,233	$11,831,437	+0.1%
Net Income	$-550,725	$-427,355	+0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON ACKERMAN	ALT TRUSTEE	N/A	Director	$0	$0	$0
SHERRI BILLMAN	ALT. TRUSTEE	N/A	Director	$0	$0	$0
JEFF HATLEWICK	TRUSTEE	N/A	Director	$0	$0	$0
DANA HEGARTY	TRUSTEE	N/A	Director	$0	$0	$0
JOE HERBERG	2ND ALT.	N/A	Director	$0	$0	$0
PAT HESELTON	TRUSTEE	N/A	Director	$0	$0	$0
DAVID LARSON	CHAIRMAN	N/A	Director	$0	$0	$0
RON LEFEBVRE	TRUSTEE	N/A	Director	$0	$0	$0
KEVIN LOVE	TRUSTEE	N/A	Director	$0	$0	$0
MARK MAHOWALD	1ST ALT.	N/A	Director	$0	$0	$0
JONI TULENCHIK	ALT. TRUSTEE	N/A	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	No data	No data	No data	No data
2023	$12,109,508	$12,660,233	$5,858,692	$-550,725
2022	$11,404,082	$11,831,437	$6,292,130	$-427,355
2021	$10,978,748	$11,798,346	$7,219,504	$-819,598
2020	$10,062,069	$9,706,419	$7,852,244	$355,650
2019	$10,091,948	$10,726,229	$7,410,667	$-634,281
2018	$9,322,311	$10,442,070	$8,267,981	$-1,119,759

CHRISTIAN LABOR ASSOCIATION ASSOCIATION HEALTH & WELFARE FUND