IATSE LOCAL NO 6 HEALTH AND WELFARE FUND (EIN 430791005) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

JEFF ANTRAINER

Phone

6082789500

Tax Period

2024-06-01 to 2025-05-31

IATSE LOCAL NO 6 HEALTH AND WELFARE FUND, founded in 1962, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2024. The organization ran a surplus of $479K, a strong 21% operating margin.

Mission

TO PROVIDE BENEFITS (MEDICAL, DENTAL, ACCIDENTAL DEATH AND DISBURSEMENT, SHORT-TERM DISABILITY, LONG-TERM DISABILITY, AND TERM LIFE INSURANCE) FOR ELIGIBLE MEMBERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,054,261

Investment Income $259,820

Other Revenue $0

TOTAL REVENUE $2,314,081

Expense Breakdown

Grants Paid $0

Salaries & Benefits $981

Fundraising Expenses $0

Other Expenses $248,937

TOTAL EXPENSES $1,835,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,314,081	$2,372,323	0.0%
Expenses	$1,835,059	$1,813,935	+0.0%
Net Income	$479,022	$558,388	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF ANTRAINER	EMPLOYER TRUSTEE	4.00	Director	$0	$0	$0
JOE RUDD	EMPLOYEE TRUSTEE	4.00	Director	$0	$0	$0
TIMOTHY MCDONALD	EMPLOYEE TRUSTEE	4.00	Director	$0	$0	$0
SEAN SMITH	EMPLOYER TRUSTEE	4.00	Director	$0	$0	$0
MAGGIE BAILEY	EMPLOYER TRUSTEE	4.00	Director	$0	$0	$0
MICHAEL LEACH	EMPLOYEE TRUSTEE	4.00	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
2025	$2,314,081	$1,835,059	$6,025,993	$479,022
2024	$2,372,323	$1,813,935	$5,455,747	$558,388
2023	$2,064,213	$1,593,045	$4,628,872	$471,168
2022	$1,627,833	$1,528,437	$4,084,746	$99,396
2021	$609,601	$1,557,780	$4,167,119	$-948,179
2020	$1,453,950	$1,592,829	$4,764,281	$-138,879
2019	$1,790,827	$1,550,267	$4,853,015	$240,560
2018	$1,749,980	$1,389,998	$4,505,088	$359,982

IATSE LOCAL NO 6 HEALTH AND WELFARE FUND