UNITE HERE LOCAL 74 WELFARE AND DENTAL TRUST FUND (EIN 430682781) - 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

1951

Legal Domicile

Principal Officer

KIM BARTHOLOMEW

Phone

3142090858

Tax Period

2023-01-01 to 2023-12-31

UNITE HERE LOCAL 74 WELFARE AND DENTAL TRUST FUND, founded in 1951, is a community nonprofit in the Mutual Benefit sector that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE MEDICAL AND DENTAL BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

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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 $2,811,965

Investment Income $5,387

Other Revenue $0

TOTAL REVENUE $2,817,352

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,749

Fundraising Expenses $0

Other Expenses $111,341

TOTAL EXPENSES $2,810,564

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,817,352	$2,354,618	+0.2%
Expenses	$2,810,564	$2,340,482	+0.2%
Net Income	$6,788	$14,136	-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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL GUINN	TRUSTEE	1.00	Director	$0	$0	$0
TOM BUB	TRUSTEE	1.00	Director	$0	$0	$0
REGINALD JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
KIM BARTHOLOMEW	TRUSTEE	1.00	Officer Director	$0	$0	$0
DEBRA HAGER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MALEY	TRUSTEE	1.00	Director	$0	$0	$0
BETH STITCH	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	No data	No data	No data	No data
2023	$2,817,352	$2,810,564	$1,176,074	$6,788
2022	$2,354,618	$2,340,482	$1,139,776	$14,136
2021	$1,470,294	$1,604,957	$1,189,509	$-134,663
2020	$1,688,465	$1,885,191	$1,346,819	$-196,726
2019	$3,181,025	$3,296,386	$1,532,248	$-115,361
2018	$2,992,654	$3,183,598	$1,622,297	$-190,944

UNITE HERE LOCAL 74 WELFARE AND DENTAL TRUST FUND