BALTIMORE, MD
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)HEALTH AND WELFARE TRUST FUND FOR IUOE LOCAL 99 & 99A, founded in 1966, is a mid-sized nonprofit that reported $58.1M in total revenue in fiscal year 2023. Expenses of $50.9M left a modest 12% surplus.
THE PLAN ADMINISTERS HEALTH, ACCIDENT, DISABILITY AND DEATH BENEFITS PAID TO OR FOR PARTICIPANTS AND THEIR DEPENDENTS, WHICH IS THE EXEMPT PURPOSE OF THE PLAN.
THE PLAN ADMINISTERS HEALTH, ACCIDENT, DISABILITY AND DEATH BENEFITS PAID TO OR FOR PARTICIPANTS AND THEIR DEPENDENTS, WHICH IS THE EXEMPT PURPOSE OF THE PLAN. THIS IS ESSENTIALLY THE ONLY PROGRAM...
THE PLAN ADMINISTERS HEALTH, ACCIDENT, DISABILITY AND DEATH BENEFITS PAID TO OR FOR PARTICIPANTS AND THEIR DEPENDENTS, WHICH IS THE EXEMPT PURPOSE OF THE PLAN. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $58,101,128 | $53,924,565 | +0.1% |
| Expenses | $50,862,868 | $42,702,535 | +0.2% |
| Net Income | $7,238,260 | $11,222,030 | -0.4% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| DONALD P HAVARD | TRUSTEE-CHAIRMAN | 1.00 |
Director
|
$0 | $84,085 | $322,267 |
| FRANK BARILE | TRUSTEE | 1.00 |
Director
|
$0 | $69,202 | $227,676 |
| STEVE RUPPERT | TRUSTEE | 1.00 |
Director
|
$0 | $56,230 | $211,728 |
| SCOTT BARLOW | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| RICHARD ELLIS | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| MANJALA MASTER | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL RODGERS RESIGNED | TRUSTEE | 1.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $58,101,128 | $50,862,868 | $70,305,276 | $7,238,260 |
| 2022 | $53,924,565 | $42,702,535 | $60,317,882 | $11,222,030 |
| 2021 | $48,391,564 | $43,402,722 | $52,248,767 | $4,988,842 |
| 2020 | $47,290,923 | $36,387,227 | $46,120,918 | $10,903,696 |
| 2019 | $45,552,213 | $36,960,500 | $34,222,555 | $8,591,713 |
| 2018 | $43,498,392 | $38,488,334 | $24,796,748 | $5,010,058 |
Compare HEALTH AND WELFARE TRUST FUND FOR IUOE LOCAL 99 & 99A with other nonprofits in Maryland and across the country.