INSULATORS AND ALLIED WORKERS NATIONAL MEDICAL FUND BOARD OF TRUSTEES

EIN: 526038498

PEMBROKE PINES, FL

Total Revenue
$74,655,518
Total Expenses
$65,947,873
Total Assets
$77,628,509
Net Assets
$77,237,484
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1953
Legal Domicile
FL
Principal Officer
RON PIERSOL JR
Phone
8886322887
Tax Period
2024-08-01 to 2025-07-31

INSULATORS AND ALLIED WORKERS NATIONAL MEDICAL FUND BOARD OF TRUSTEES, founded in 1953, is a mid-sized nonprofit that reported $74.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $65.9M left a modest 12% surplus.

Mission

PROVIDE MEDICAL BENEFITS TO MEMBERS OF THE INSULATORS AND ALLIED WORKERS MEDICAL FUND.

Program Service Accomplishments

Program 1

PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS UNDER A COLLECTIVELY BARGAINED AGREEMENT.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $66,820,396
Investment Income $2,520,223
Other Revenue $5,314,899
TOTAL REVENUE $74,655,518

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $4,443,609
TOTAL EXPENSES $65,947,873

Year-over-Year Comparison

2024 2023 Change
Revenue $74,655,518 $67,537,291 +0.1%
Expenses $65,947,873 $64,286,603 +0.0%
Net Income $8,707,645 $3,250,688 +1.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
48
Independent Members
48
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
0
$0
Total Directors
48
$2,323,885
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TERRY BURKE UNION TRUSTEE LOCAL 8 2.00
Director
$0 $0 $94,724
DONALD STANLEY UNION TRUSTEE LOCAL 13 2.00
Director
$0 $0 $0
JASON SMITH UNION TRUSTEE LOCAL 18 2.00
Director
$0 $0 $82,488
LACY WOLF UNION TRUSTEE LOCAL 22 2.00
Director
$0 $0 $0
CHARLES MARTIN UNION TRUSTEE LOCAL 27 2.00
Director
$0 $56,812 $174,796
JIM LISTER UNION TRUSTEE LOCAL 28 2.00
Director
$0 $0 $0
STEVEN CARR UNION TRUSTEE LOCAL 37 2.00
Director
$0 $0 $0
DALYN ROSE UNION TRUSTEE LOCAL 41 2.00
Director
$0 $0 $80,035
KHRIS SHIVELY UNION TRUSTEE LOCAL 45 2.00
Director
$0 $72,521 $175,404
CHARLIE WOODY UNION TRUSTEE LOCAL 46 2.00
Director
$0 $0 $112,888
KEN SLAVEN UNION TRUSTEE LOCAL 48 2.00
Director
$0 $0 $99,025
DANIEL POTEET UNION TRUSTEE LOCAL 50 2.00
Director
$0 $0 $0
BRIAN FINEGAN UNION TRUSTEE LOCAL 51 2.00
Director
$0 $5,683 $79,590
STEVE OVERBY UNION TRUSTEE LOCAL 69 2.00
Director
$0 $0 $105,473
CASEY WOLFE UNION TRUSTEE LOCAL 73 2.00
Director
$0 $37,657 $126,865
BO MODLIN UNION TRUSTEE LOCAL 74 2.00
Director
$0 $0 $0
ANDREW MILLER UNION TRUSTEE LOCAL 75 2.00
Director
$0 $0 $0
RON PIERSOL JR UNION TRUSTEE LOCAL 80 2.00
Director
$0 $101,775 $203,646
BRYAN MATT BERLIN UNION TRUSTEE LOCAL 86 2.00
Director
$0 $0 $0
JOE BLAKE JOYNER UNION TRUSTEE LOCAL 90 2.00
Director
$0 $0 $0
DALE CULLUM UNION TRUSTEE LOCAL 92 2.00
Director
$0 $0 $0
ROGER BROWN UNION TRUSTEE LOCAL 94 2.00
Director
$0 $0 $69,278
WALTER BUTLER JR UNION TRUSTEE LOCAL 96 2.00
Director
$0 $0 $104,675
JOHN GRAY UNION TRUSTEE LOCAL 114 2.00
Director
$0 $2,555 $48,148
JAMES LISTER UNION TRUSTEE LOCAL AWLU 2.00
Director
$0 $52,431 $272,726
TERRY LARKIN UNION TRUSTEE LOCAL AWLU 2.00
Director
$0 $52,431 $494,124
JAMES G DIERSING EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
CARL SCHULTZ EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
ROBERT GREIN EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
JAMES GRIBBINS EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
JOEL HOBBS EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
JAMES GRIBBINS EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
RODNEY HAMILTON EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
GLENN CROUSE EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
DAVID HEADRICK EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
JARED GOODSITE EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
MICHAAEL HAYDEN EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
WILLIAM CHURLY EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
TIM BLALOCK EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
R DEAN BUROWS EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
STEPHEN HUSBANDS EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
PAT PRINCE EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
KEN GRADELESS EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
DAN PATTERSON EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
TIM BLALOCK EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
TONY GREEN EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
TIM LEFTWICH EMPLOYER TRUSTEE 2.00
Director
$0 $0 $0
JOHN LAMBERTON EMPLOYER TRUSTEE 2.00
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 $74,655,518 $65,947,873 $77,628,509 $8,707,645
2024 $67,537,291 $64,286,603 $68,773,367 $3,250,688
2023 $63,665,751 $67,800,404 $62,863,011 $-4,134,653
2022 $67,920,520 $59,367,689 $67,405,032 $8,552,831
2021 $59,435,816 $59,003,710 $62,876,344 $432,106
2020 $53,743,300 $56,238,260 $61,227,789 $-2,494,960
2019 $52,592,290 $59,205,546 $62,075,783 $-6,613,256
2018 $51,735,474 $58,720,179 $68,815,906 $-6,984,705
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