AFSCME Council 5 Member's Health & Welfare Fund (EIN 411700724) - 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

1985

Legal Domicile

Principal Officer

Pat Benner

Phone

6514504990

Tax Period

2025-01-01 to 2025-12-31

AFSCME Council 5 Member's Health & Welfare Fund, founded in 1985, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2025. Expenses of $5.2M left a modest 6% surplus.

Mission

To collect funds from employers of affiliated union locals and to use such funds to pay premiums for the purchase of employee benefits - in particular, dental coverage per a collective bargaining agreement.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,493,616

Investment Income $48,378

Other Revenue $0

TOTAL REVENUE $5,541,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $488,934

TOTAL EXPENSES $5,197,260

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,541,994	$5,234,572	+0.1%
Expenses	$5,197,260	$4,924,050	+0.1%
Net Income	$344,734	$310,522	+0.1%

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

$140,789

Total Directors

$140,789

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pat Benner	Chair / C5 designee	003.00	Officer Director	$0	$52,877	$140,789
Liz Pearson	Trustee	000.01	Director	$0	$0	$0
Angel Alexander	Trustee	000.01	Director	$0	$0	$0
Terrance Jackson	Trustee	000.01	Director	$0	$0	$0
Sara Franck	Trustee	000.01	Director	$0	$0	$0
Brent Arntsen	Trustee	000.01	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	$5,541,994	$5,197,260	$2,841,243	$344,734
2024	$5,234,572	$4,924,050	$2,496,509	$310,522
2023	$4,910,941	$5,323,963	$2,185,987	$-413,022
2022	$4,643,895	$5,333,467	$2,599,009	$-689,572
2021	$4,782,527	$5,744,681	$3,288,581	$-962,154
2020	$4,856,205	$4,933,953	$4,250,735	$-77,748
2019	$4,980,060	$5,620,981	$4,328,483	$-640,921

AFSCME Council 5 Member's Health & Welfare Fund