REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST

EIN: 562546659 Mutual Benefit

PORTLAND, OR

Total Revenue
$6,958,638
Total Expenses
$3,940,665
Total Assets
$29,881,287
Net Assets
$29,779,912
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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
2005
Legal Domicile
DC
Principal Officer
MICHAEL RELYIN
Phone
5032825581
Tax Period
2024-07-01 to 2025-06-30

REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST, founded in 2005, is a community nonprofit in the Mutual Benefit sector that reported $7.0M in total revenue in fiscal year 2024. The organization ran a surplus of $3.0M, a strong 43% operating margin.

Mission

PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS OF THE REGIONAL DISTRICT COUNCIL OF THE IABSORIW UNDER A COLLECTIVE BARGAINING 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 $5,773,423
Investment Income $1,185,215
Other Revenue $0
TOTAL REVENUE $6,958,638

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,214,858
TOTAL EXPENSES $3,940,665

Year-over-Year Comparison

2024 2023 Change
Revenue $6,958,638 $6,626,370 +0.1%
Expenses $3,940,665 $4,132,039 0.0%
Net Income $3,017,973 $2,494,331 +0.2%
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

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Governance

Voting Members
9
Independent Members
1
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
2
$0
Total Directors
11
$572,804
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH SIMPSON UNION TRUSTEE 1.0
Director
$0 $43,641 $163,320
DYLAN DALTON UNION TRUSTEE 1.0
Director
$0 $41,489 $160,018
JOSE MENDOZA UNION TRUSTEE 1.0
Director
$0 $11,075 $125,019
ERNESTO SOTO UNION TRUSTEE (THRU 6/20/25) 1.0
Director
$0 $8,033 $124,447
MICHAEL RELYIN UNION TRUSTEE/CO-CHAIR 1.0
Officer Director
$0 $0 $0
KEITH SMITH EMPLOYER TRUSTEE/CO-CHAIR 1.0
Officer Director
$0 $0 $0
ALLAN HARDING EMP. Trustee (THRU 1/30/25) 1.0
Director
$0 $0 $0
LOUIE LEON EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
CARY NEWTON EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
JAMES WHALEY EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
Victor Franco UNION Trustee (EFF 6/25/25) 1.0
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 $6,958,638 $3,940,665 $29,881,287 $3,017,973
2024 $6,626,370 $4,132,039 $25,389,104 $2,494,331
2023 $6,115,171 $3,144,706 $21,420,597 $2,970,465
2022 $4,837,638 $3,279,256 $17,232,943 $1,558,382
2021 $5,688,957 $3,498,177 $17,899,660 $2,190,780
2020 $6,605,352 $4,781,794 $14,699,391 $1,823,558
2019 $6,899,797 $3,887,123 $12,547,528 $3,012,674
2018 $5,364,451 $4,718,310 $9,168,380 $646,141
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