I&AW LOCAL 39 WELFARE TRUST FUND OF OMAHA (EIN 476036216) - 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

1950

Legal Domicile

Principal Officer

JOHN HANSON

Phone

4023336960

Tax Period

2025-01-01 to 2025-12-31

I&AW LOCAL 39 WELFARE TRUST FUND OF OMAHA, founded in 1950, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2025. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $3.1M left a modest 4% surplus.

Mission

ADMINISTER UNION MEMBERS WELFARE BENEFITS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,908,077

Investment Income $282,720

Other Revenue $0

TOTAL REVENUE $3,190,797

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,796

Fundraising Expenses $0

Program Expenses $3,077,425

Other Expenses $53,322

TOTAL EXPENSES $3,077,425

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,190,797	$2,449,963	+0.3%
Expenses	$3,077,425	$3,170,009	0.0%
Net Income	$113,372	$-720,046	-1.2%

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

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
BRIAN YAGER	EXECUTIVE BOARDTRUSTEE	1.00	Director	$0	$0	$0
JOHN HANSON	TRUSTEEBUSINESS MANAGER	1.00	Officer Director	$0	$0	$0
KEVIN YAGER	EXECUTIVE BOARDRECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
JASON HOSPODKA	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
JASON CARLIN	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
ABRAHAM GUTIERREZ	EXECUTIVE BOARD	1.00	Director	$0	$0	$0
JOE NUSSRALLAH	PRESIDENTORGANIZER	1.00	Officer	$0	$0	$0
TED JENSEN Jr	VICE PRESIDENTTRUSTEE	1.00	Officer	$0	$0	$0
NICK KURTZ	FINANCIAL SECRETARY	1.00	Officer	$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	$3,190,797	$3,077,425	$3,830,473	$113,372
2024	$2,449,963	$3,170,009	$3,506,006	$-720,046
2023	$2,682,257	$2,241,863	$3,926,227	$440,394
2022	$1,939,772	$1,963,381	$3,178,212	$-23,609
2021	$2,283,795	$2,150,809	$3,922,890	$132,986
2020	$2,693,005	$2,172,989	$3,615,092	$520,016

I&AW LOCAL 39 WELFARE TRUST FUND OF OMAHA