IATSE ATLANTA HEALTH & WELFARE FUND (EIN 582002528) - 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

1992

Legal Domicile

Principal Officer

C FAYE HARPER

Phone

7704771888

Tax Period

2022-07-01 to 2023-06-30

IATSE ATLANTA HEALTH & WELFARE FUND, founded in 1992, is a small nonprofit that reported $979K in total revenue in fiscal year 2022. The organization ran a surplus of $284K, a strong 29% operating margin.

Mission

THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH BENEFITS TO ELIGIBLE 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $964,933

Investment Income $13,852

Other Revenue $0

TOTAL REVENUE $978,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $48,840

TOTAL EXPENSES $694,625

Year-over-Year Comparison

	2022	2021	Change
Revenue	$978,785	$969,515	+0.0%
Expenses	$694,625	$567,382	+0.2%
Net Income	$284,160	$402,133	-0.3%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
C Faye Harper	Chairperson	5.00	Officer Director	$0	$0	$0
Dobson Harris	Secretary	5.00	Officer Director	$0	$0	$0
Don Ellis	Trustee	2.00	Director	$0	$0	$0
Anthony Gantt	Trustee	2.00	Director	$0	$0	$0
Jerome A Marks	Trustee	2.00	Director	$0	$0	$0
Tara Burge	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$978,785	$694,625	$924,934	$284,160
2022	$969,515	$567,382	$787,623	$402,133
2021	$60,730	$598,878	$245,167	$-538,148
2020	$772,116	$939,749	$786,682	$-167,633
2019	$945,151	$768,742	$953,655	$176,409
2018	$867,054	$719,783	$773,266	$147,271

IATSE ATLANTA HEALTH & WELFARE FUND