ST LOUIS GLASS & ALLIED INDUSTRIES HEALTH AND WELFARE FUND (EIN 436199203) - 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

1953

Legal Domicile

Principal Officer

JOHN DEEKEN

Phone

3146443922

Tax Period

2023-11-01 to 2024-10-31

ST LOUIS GLASS & ALLIED INDUSTRIES HEALTH AND WELFARE FUND, founded in 1953, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $899K, a strong 23% operating margin.

Mission

PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE UNION 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 $3,658,060

Investment Income $279,779

Other Revenue $522

TOTAL REVENUE $3,938,361

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $409,516

TOTAL EXPENSES $3,039,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,938,361	$4,329,818	-0.1%
Expenses	$3,039,098	$3,373,121	-0.1%
Net Income	$899,263	$956,697	-0.1%

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

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

$88,194

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN DEEKEN	TRUSTEE	1.00	Officer Director	$0	$0	$0
ROGER SANDBOTHE	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY BROWN	TRUSTEE	1.00	Director	$0	$0	$0
CARL FARRELL	TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN MOSLEY	TRUSTEE	1.00	Director	$0	$0	$0
RANDY KING	TRUSTEE	1.00	Director	$0	$0	$0
THERESA CARPENTER	ADMINISTRATOR	5.00	Officer	$0	$26,875	$88,194

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	$3,938,361	$3,039,098	$8,401,586	$899,263
2023	$4,329,818	$3,373,121	$6,814,571	$956,697
2022	$4,068,701	$3,280,804	$6,440,576	$787,897
2021	$3,374,464	$3,636,817	$6,381,227	$-262,353
2020	$3,259,244	$3,265,845	$6,432,537	$-6,601
2019	$4,070,393	$3,624,607	$6,289,383	$445,786
2018	$3,267,549	$3,924,806	$5,761,905	$-657,257
2018	$3,276,363	$3,902,524	$5,790,769	$-626,161

ST LOUIS GLASS & ALLIED INDUSTRIES HEALTH AND WELFARE FUND