OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND (EIN 726042661) - 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

1968

Legal Domicile

Principal Officer

KAVIN GRIFFIN

Phone

6158590131

Tax Period

2023-07-01 to 2023-12-31

OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND, founded in 1968, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $3.0M left a modest 7% surplus.

Mission

PROVIDE HEALTH AND WELFARE 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,208,814

Investment Income $18,750

Other Revenue $0

TOTAL REVENUE $3,227,564

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $514,707

TOTAL EXPENSES $2,994,587

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,227,564	$6,648,200	-0.5%
Expenses	$2,994,587	$5,809,366	-0.5%
Net Income	$232,977	$838,834	-0.7%

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

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
JASON ENGELS	TRUSTEE / CHAIRMAN (UNTIL SEPTEMBER 2023)	1.00	Officer Director	$0	$0	$0
KAVIN GRIFFIN	TRUSTEE / CHAIRMAN (SINCE SEPTEMBER 2023)	1.00	Officer Director	$0	$0	$0
KEVIN LONG	TRUSTEE / SECRETARY	1.00	Officer Director	$0	$0	$0
RICK HALFORD	TRUSTEE	1.00	Director	$0	$0	$0
GARY DREHER	TRUSTEE (UNTIL NOVEMBER 2023)	1.00	Director	$0	$0	$0
JEREMY HUGHES	TRUSTEE (SINCE NOVEMBER 2023)	1.00	Director	$0	$0	$0
ALEX SANDERS	TRUSTEE	1.00	Director	$0	$0	$0
JEFF COVERT	TRUSTEE	1.00	Director	$0	$0	$0
MATT THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
MARK LITTLE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MCGEHEE	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS WILKINSON	TRUSTEE (UNTIL NOVEMBER 2023)	1.00	Director	$0	$0	$0
BEAU SERPAS	TRUSTEE (SINCE NOVEMBER 2023)	1.00	Director	$0	$0	$0
RL GATES	TRUSTEE (UNTIL NOVEMBER 2023)	1.00	Director	$0	$0	$0
JOHN ROBERTS	TRUSTEE (SINCE NOVEMBER 2023)	1.00	Director	$0	$0	$0
VICTORINO SANCHEZ	TRUSTEE (SINCE NOVEMBER 2023)	1.00	Director	$0	$0	$0
BOYED SANDERS	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
2023	$3,227,564	$2,994,587	No data	$232,977
2023	$6,648,200	$5,809,366	$27,178,520	$838,834
2022	$6,092,768	$4,826,740	$24,842,081	$1,266,028
2021	$5,859,864	$5,299,706	$25,221,139	$560,158
2020	$6,230,735	$5,000,347	$22,977,305	$1,230,388
2019	$6,073,398	$5,051,876	$20,531,528	$1,021,522
2018	$5,274,058	$5,168,426	$18,472,706	$105,632

OKLAHOMA-ARKANSAS CARPENTERS HEALTH & WELFARE FUND