SHREVEPORT ELECTRICAL HEALTH & WELFARE FUND (EIN 726033767) - 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

1966

Legal Domicile

Principal Officer

RICHARD ROBERTS

Phone

6158590131

Tax Period

2024-04-01 to 2025-03-31

SHREVEPORT ELECTRICAL HEALTH & WELFARE FUND, founded in 1966, is a community nonprofit that reported $9.0M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.1M, a strong 24% operating margin.

Mission

THE PROVISION OF HEALTH BENEFITS TO 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,120,587

Investment Income $604,166

Other Revenue $315,281

TOTAL REVENUE $9,040,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,401

Fundraising Expenses $0

Other Expenses $1,090,970

TOTAL EXPENSES $6,907,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,040,034	$8,066,188	+0.1%
Expenses	$6,907,124	$5,801,076	+0.2%
Net Income	$2,132,910	$2,265,112	-0.1%

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

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
CHRIS CYPHER	ALTERNATE TR	2.00	Director	$0	$0	$0
TODD DAVIS	TRUSTEE	2.00	Director	$0	$0	$0
TONY LAFISCA	TRUSTEE	2.00	Director	$0	$0	$0
STEVE MARTIN	ALTERNATE TR	2.00	Director	$0	$0	$0
RICHARD ROBERTS	CO-CHAIRMAN	2.00	Officer Director	$0	$0	$0
JACK SPRING	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM UPCHURCH	CO-CHAIRMAN	2.00	Officer Director	$0	$0	$0
DUSTIN WARREN	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	$9,040,034	$6,907,124	$13,212,101	$2,132,910
2024	$8,066,188	$5,801,076	$11,030,541	$2,265,112
2023	$6,827,668	$5,617,061	$8,621,034	$1,210,607
2022	$6,260,522	$5,358,488	$7,354,547	$902,034
2021	$5,153,723	$4,462,602	$6,417,931	$691,121
2020	$5,153,593	$5,161,616	$5,710,323	$-8,023
2019	$4,564,862	$5,188,919	$5,709,663	$-624,057
2018	$4,427,478	$5,349,004	$6,364,223	$-921,526

SHREVEPORT ELECTRICAL HEALTH & WELFARE FUND