CWA LOCAL 1181 SUPERVISORY EMPLOYEES WELFARE FUND (EIN 510211060) - 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

1974

Legal Domicile

Principal Officer

REBECCA GREENE

Phone

7183928026

Tax Period

2023-08-01 to 2024-07-31

CWA LOCAL 1181 SUPERVISORY EMPLOYEES WELFARE FUND, founded in 1974, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Expenses of $1.2M left a modest 11% surplus.

Mission

TO PROVIDE HEALTH AND OTHER BENEFITS TO COVERED 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 $1,210,537

Investment Income $168,706

Other Revenue $3,943

TOTAL REVENUE $1,383,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $135,327

TOTAL EXPENSES $1,225,586

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,383,186	$1,344,776	+0.0%
Expenses	$1,225,586	$993,633	+0.2%
Net Income	$157,600	$351,143	-0.6%

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

$27,354

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA GREENE	Trustee	1.00	Director	$0	$0	$18,334
SARAH MUHAMMAD	Trustee	1.00	Director	$0	$0	$9,020
WAYNE POOLE	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	$1,383,186	$1,225,586	$3,950,016	$157,600
2023	$1,344,776	$993,633	$3,621,729	$351,143
2022	$1,362,535	$1,056,372	$3,321,771	$306,163
2021	$1,260,969	$1,001,445	$3,219,155	$259,524
2020	$1,316,980	$1,009,983	$2,773,425	$306,997
2019	$1,514,630	$1,175,201	$2,379,247	$339,429
2018	$1,427,093	$1,325,531	$2,017,257	$101,562

CWA LOCAL 1181 SUPERVISORY EMPLOYEES WELFARE FUND