MO-KAN TEAMSTERS HEALTH AND WELFARE FUND (EIN 436124888) - 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

1976

Legal Domicile

Principal Officer

GREG DAVEY

Phone

8165953357

Tax Period

2023-01-01 to 2023-12-31

MO-KAN TEAMSTERS HEALTH AND WELFARE FUND, founded in 1976, is a mid-sized nonprofit that reported $10.5M in total revenue in fiscal year 2023.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS

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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 $10,218,592

Investment Income $267,736

Other Revenue $11,210

TOTAL REVENUE $10,497,538

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $959,027

TOTAL EXPENSES $11,067,579

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,497,538	$9,916,882	+0.1%
Expenses	$11,067,579	$9,266,979	+0.2%
Net Income	$-570,041	$649,903	-1.9%

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
MIKE KEERAN	SECRETARY	1.00	Officer Director	$0	$0	$0
GREG DAVEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARK BRUEMMER	TRUSTEE	1.00	Director	$0	$0	$0
ADAM PORTER	TRUSTEE	1.00	Director	$0	$0	$0
MIKE MALICOAT	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK LEIS	TRUSTEE	1.00	Director	$0	$0	$0
DIANE ROTHEN	TRUSTEE	1.00	Director	$0	$0	$0
MARY MCNAMARA	EXITING 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	$10,497,538	$11,067,579	$14,517,698	$-570,041
2022	$9,916,882	$9,266,979	$14,317,618	$649,903
2021	$10,157,233	$8,626,069	$14,649,748	$1,531,164
2020	$10,084,068	$9,101,676	$13,159,372	$982,392
2019	$10,259,393	$10,175,347	$12,227,622	$84,046
2018	$9,161,364	$10,284,604	$12,366,277	$-1,123,240

MO-KAN TEAMSTERS HEALTH AND WELFARE FUND