Louisiana Carpenters Health Benefit Trust Fund (EIN 720683822) - 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

1969

Legal Domicile

Principal Officer

Jason B Engels

Phone

2259276068

Tax Period

2018-01-01 to 2018-12-31

Louisiana Carpenters Health Benefit Trust Fund, founded in 1969, is a mid-sized nonprofit that reported $11.4M in total revenue in fiscal year 2018.

Mission

This organization is an ERISA welfare plan that provides accidental, medical, surgical, life, dental, and prescription benefits to eligible participants and their dependents. The Fund also provides vacation benefits.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,082,007

Investment Income $173,154

Other Revenue $144,447

TOTAL REVENUE $11,399,608

Expense Breakdown

Grants Paid $0

Salaries & Benefits $395,903

Fundraising Expenses $0

Other Expenses $948,561

TOTAL EXPENSES $11,568,602

Year-over-Year Comparison

	2018	2017	Change
Revenue	$11,399,608	$10,759,426	+0.1%
Expenses	$11,568,602	$10,573,390	+0.1%
Net Income	$-168,994	$186,036	-1.9%

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

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
Robert Boh	Trustee	1.00	Director	$0	$0	$0
Kevin Curley	Trustee	1.00	Director	$0	$0	$0
Kavin Griffin	Trustee	1.00	Director	$0	$0	$0
John Edwards	Trustee	1.00	Director	$0	$0	$0
William Firesheets II	Trustee	1.00	Director	$0	$0	$0
Harold W Baur III	Trustee	1.00	Director	$0	$0	$0
Jason B Engels	Chairman	1.00	Director	$0	$0	$0
Mike O'Connor	Trustee	1.00	Director	$0	$0	$0
Mike Hines	Trustee	1.00	Director	$0	$0	$0
Kerry Fisher	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
2018	$11,399,608	$11,568,602	$15,715,470	$-168,994

Louisiana Carpenters Health Benefit Trust Fund