LOCAL 202 SHEET METAL WORKERS WELFARE FUND

EIN: 430681729

SAINT LOUIS, MO

Total Revenue
N/A
Total Expenses
$44,026
Total Assets
N/A
Net Assets
N/A
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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
1952
Legal Domicile
MO
Principal Officer
RICHARD HARRIS
Phone
3145354803
Tax Period
2018-12-01 to 2019-11-30

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

TO PROVIDE DISABILITY, LIFE INSURANCE AND ACCIDENTAL DEATH BENEFITS BENEFITS TO ELIGIBLE MEMBERS OF LOCAL 202 SHEET METAL WORKERS INTERNATIONAL ASSOCIATION AND THEIR DEPENDENTS THROUGH OCTOBER 17...

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TO PROVIDE DISABILITY, LIFE INSURANCE AND ACCIDENTAL DEATH BENEFITS BENEFITS TO ELIGIBLE MEMBERS OF LOCAL 202 SHEET METAL WORKERS INTERNATIONAL ASSOCIATION AND THEIR DEPENDENTS THROUGH OCTOBER 17, 2019.

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $36,854
TOTAL EXPENSES $44,026

Year-over-Year Comparison

2018 2017 Change
Revenue N/A $265,120 -1.0%
Expenses $44,026 $360,788 -0.9%
Net Income N/A $-95,668 N/A
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

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Governance

Voting Members
2
Independent Members
2
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CLIFFORD SWAFFORD TRUSTEE 1.00
Director
$0 $0 $0
RICHARD HARRIS TRUSTEE 6.00
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
2019 No data $44,026 No data No data
2018 $24,597 $98,195 $44,558 $-73,598
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