MISCELLANEOUS DRIVERS AND HELPERS … - Form 990 Financial Data

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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

1953

Legal Domicile

Principal Officer

MARTIN LAWRENCE

Phone

9528540795

Tax Period

2024-01-01 to 2024-12-31

MISCELLANEOUS DRIVERS AND HELPERS LOCAL 638 HEALTH WELFARE EYE & DENTAL, founded in 1953, is a mid-sized nonprofit that reported $90.1M in total revenue in fiscal year 2024.

Mission

TO PROVIDE HEALTH BENEFITS

Program Service Accomplishments

Program 1

THE PLAN PROVIDES HEALTH, VISION, DENTAL, DISABILITY, PRESCRIPTION DRUG AND GROUP LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.

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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 $86,286,792

Investment Income $3,771,897

Other Revenue $1,483

TOTAL REVENUE $90,060,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,500

Fundraising Expenses $0

Other Expenses $3,383,544

TOTAL EXPENSES $87,894,812

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,060,172	$88,150,007	+0.0%
Expenses	$87,894,812	$80,112,858	+0.1%
Net Income	$2,165,360	$8,037,149	-0.7%

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

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

$573,895

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN LAWRENCE	CHAIRMAN	2.00	Director	$12,000	$16,910	$94,012
SCOTT LECY	TRUSTEE	2.00	Director	$0	$56,199	$226,637
STEVE SEVIOLA	TRUSTEE	2.00	Director	$0	$55,753	$218,746
STEVE HAWLEY	SECRETARY	2.00	Director	$18,000	$0	$18,000
LOWELL BIALICK	TRUSTEE	2.00	Director	$7,500	$0	$7,500
AL GUDIM	TRUSTEE	2.00	Director	$9,000	$0	$9,000

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	$90,060,172	$87,894,812	$110,326,901	$2,165,360
2023	$88,150,007	$80,112,858	$104,555,757	$8,037,149
2022	$84,064,026	$74,057,178	$90,006,663	$10,006,848
2021	$78,666,638	$72,902,666	$89,661,981	$5,763,972
2020	$71,117,979	$60,250,999	$81,042,696	$10,866,980
2019	$67,257,768	$64,041,609	$66,409,185	$3,216,159
2018	$60,632,925	$57,343,048	$58,526,895	$3,289,877

MISCELLANEOUS DRIVERS AND HELPERS LOCAL 638 HEALTH WELFARE EYE & DENTAL