IRONWORKERS INTERMOUNTAIN HEALTH & WELFARE TRUST (EIN 876123188) - 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

Principal Officer

LILLIAN SANTILLANES

Phone

8019044897

Tax Period

2023-11-01 to 2024-10-31

IRONWORKERS INTERMOUNTAIN HEALTH & WELFARE TRUST is a mid-sized nonprofit that reported $24.1M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.5M, a strong 19% operating margin.

Mission

PROVIDE HEATH & 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 $22,245,283

Investment Income $828,785

Other Revenue $1,014,734

TOTAL REVENUE $24,088,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,516

Fundraising Expenses $0

Other Expenses $1,680,733

TOTAL EXPENSES $19,584,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,088,802	$21,233,427	+0.1%
Expenses	$19,584,299	$16,833,425	+0.2%
Net Income	$4,504,503	$4,400,002	+0.0%

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	Role	Reportable Comp	Other Comp	Total
DICK DEVRIES	Trustee	Director	$0	$0	$0
MARK MUNDY	Trustee	Director	$0	$0	$0
TOM MOEN JR	Trustee	Director	$0	$0	$0
DOUG THOMAS	Trustee	Director	$0	$0	$0
JEFFREY STEELE	Trustee	Director	$0	$0	$0
BOB GROTHE	Trustee	Director	$0	$0	$0
LILLIAN SANTILLANES	Trustee	Director	$0	$0	$0
JIM WONNACOTT	Trustee	Director	$0	$0	$0
RYAN SMITH	Trustee	Director	$0	$0	$0
MARK CALKINS	Trustee	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
2024	$24,088,802	$19,584,299	$45,740,636	$4,504,503
2023	$21,233,427	$16,833,425	$37,818,783	$4,400,002
2022	$19,604,764	$17,460,665	$33,523,734	$2,144,099
2021	$19,754,771	$18,632,111	$34,877,413	$1,122,660
2020	$20,008,058	$18,652,154	$32,140,353	$1,355,904
2019	$20,168,586	$17,669,988	$28,867,146	$2,498,598
2018	$22,794,315	$17,356,720	$24,453,160	$5,437,595

IRONWORKERS INTERMOUNTAIN HEALTH & WELFARE TRUST