IATSE LOCAL 99 HEALTH TRUST

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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

1998

Legal Domicile

Phone

8013630815

Tax Period

2023-01-01 to 2023-12-31

IATSE LOCAL 99 HEALTH TRUST, founded in 1998, is a community nonprofit in the Mutual Benefit sector that reported $1.3M in total revenue in fiscal year 2023. The organization ran a surplus of $525K, a strong 39% operating margin.

Mission

ADMINISTER UNION MEMBERS' HEALTH BENEFITS.

Program Service Accomplishments

Program 1

Expenses: $525,278 Revenue: $1,260,646

UNION MEMBERS EARN HEALTH BENEFITS FOR EVERY HOUR WORKED. THESE FUNDS ARE PAID TO THE TRUST AND CREDITED TO THE MEMBERS ACCOUNT. DISBURSEMENTS ARE MADE UPON SUBMISSION OF DOCUMENTS SUPPORTING THE...

UNION MEMBERS EARN HEALTH BENEFITS FOR EVERY HOUR WORKED. THESE FUNDS ARE PAID TO THE TRUST AND CREDITED TO THE MEMBERS ACCOUNT. DISBURSEMENTS ARE MADE UPON SUBMISSION OF DOCUMENTS SUPPORTING THE PAYMENT OF COVERED MEDICAL COSTS OR TO PAY INSURANCE PREMIUMS.

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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 $1,260,646

Investment Income $81,639

Other Revenue $0

TOTAL REVENUE $1,342,285

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,017

Fundraising Expenses $0

Program Expenses $525,278

Other Expenses $88,460

TOTAL EXPENSES $817,006

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,342,285	$1,277,411	+0.1%
Expenses	$817,006	$666,210	+0.2%
Net Income	$525,279	$611,201	-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

$101,517

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA SMITH	OFFICER	8.00	Officer	$59,346	$0	$59,346
DANIEL HUTTEN	ADMIN MANAGER	8.00	Officer	$42,171	$0	$42,171
RONNIE COVERT	Trustee	0.00	Director	$0	$0	$0
JULIETTE LEACH	Trustee	0.00	Director	$0	$0	$0
BARBRA MAW	Trustee	0.00	Director	$0	$0	$0
JEFFREY STURGIS	Trustee	0.00	Director	$0	$0	$0
LAINA THOMAS	Trustee	0.00	Director	$0	$0	$0
KORTNI PATRICK	Trustee	0.00	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
2024	No data	No data	No data	No data
2023	$1,342,285	$817,006	$4,270,334	$525,279
2022	$1,277,411	$666,210	$3,245,718	$611,201
2021	$568,343	$780,572	$3,006,691	$-212,229
2020	$599,192	$1,162,649	$2,631,113	$-563,457
2019	$1,594,245	$1,279,143	$2,991,063	$315,102
2018	$1,401,094	$1,148,128	$2,314,377	$252,966