MO-KAN IRON WORKERS WELFARE FUND (EIN 436051454) - 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

1963

Legal Domicile

Principal Officer

DAVID COLEMAN

Phone

8167560278

Tax Period

2023-02-01 to 2024-01-31

MO-KAN IRON WORKERS WELFARE FUND, founded in 1963, is a mid-sized nonprofit that reported $21.2M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 19% operating margin.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS

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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 $19,454,051

Investment Income $700,228

Other Revenue $1,094,942

TOTAL REVENUE $21,249,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,263,140

TOTAL EXPENSES $17,191,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,249,221	$15,720,518	+0.4%
Expenses	$17,191,374	$18,156,403	-0.1%
Net Income	$4,057,847	$-2,435,885	-2.7%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID E COLEMAN	TRUSTEE	1.00	Officer Director	$0	$0	$0
DANIEL ROACH	TRUSTEE	1.00	Director	$0	$0	$0
DONALD E GREENWELL	TRUSTEE	1.00	Officer Director	$0	$0	$0
KEVIN KURITZ	TRUSTEE	1.00	Director	$0	$0	$0
BRENT HERZBERG	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY EZZELL	TRUSTEE	1.00	Director	$0	$0	$0
ROB CLEAVINGER	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
2025	No data	No data	No data	No data
2024	$21,249,221	$17,191,374	$33,709,634	$4,057,847
2023	$15,720,518	$18,156,403	$28,917,247	$-2,435,885
2022	$17,390,399	$17,102,344	$33,911,969	$288,055
2021	$17,068,376	$15,228,628	$34,578,159	$1,839,748
2019	$14,894,929	$18,277,166	$28,575,767	$-3,382,237

MO-KAN IRON WORKERS WELFARE FUND