TWU LOCAL 100 WIDOWS & ORPHANS FUND

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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

2003

Legal Domicile

Principal Officer

RICHARD DAVIS

Phone

2128736000

Tax Period

2023-01-01 to 2023-12-31

TWU LOCAL 100 WIDOWS & ORPHANS FUND, founded in 2003, is a small nonprofit in the Human Services sector that reported $380K in total revenue in fiscal year 2023. Revenue surged 188% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 17% operating margin.

Mission

TO PROVIDE ASSISTANCE TO FAMILIES OF MEMBERS WHO DIED WHILE ON DUTY.

Program Service Accomplishments

Program 1

Expenses: $117,362

HEALTH INSURANCE (COBRA) PAYMENTS, MEDICAL AND DENTAL SUPPORT FOR DEPENDENTS OF MEMBERS WHO DIED WHILE ON DUTY.

Program 2

Expenses: $20,000

EDUCATIONAL STIPENDS FOR MINOR DEPENDENTS OF DECEASED MEMBERS

Program 3

Expenses: $119,547

SAFETY PROGRAMS TO PREVENT POTENTIALLY FATAL ACCIDENTS FROM OCCURRING ON THE JOB

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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 $380,217

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $380,217

Expense Breakdown

Grants Paid $137,362

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $259,309

Other Expenses $178,867

TOTAL EXPENSES $316,229

Year-over-Year Comparison

	2023	2022	Change
Revenue	$380,217	$131,861	+1.9%
Expenses	$316,229	$280,879	+0.1%
Net Income	$63,988	$-149,018	-1.4%

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

$687,129

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD DAVIS	PRESIDENT	0.50	Director	$0	$5,715	$213,036
JOHN V CHIARELLO	SECRETARY-TREASURER	0.50	Director	$0	$4,949	$165,270
LYNWOOD M WHICHARD	ADMINISTRATIVE VP	0.50	Director	$0	$4,636	$164,372
LATONYA CRISP	RECORDING SECRETARY	0.50	Director	$0	$4,371	$144,451

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
2024	No data	No data	No data	No data
2023	$380,217	$316,229	$1,070,062	$63,988
2022	$131,861	$280,879	$1,059,565	$-149,018
2021	$14,708	$153,817	$1,168,878	$-139,109
2020	$282,027	$206,591	$1,318,876	$75,436
2019	$262,564	$271,353	$1,248,317	$-8,789
2018	$262,584	$301,424	$1,270,954	$-38,840