PAINTERS TRUST (EIN 910597991) - 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

1952

Legal Domicile

Principal Officer

STACEY GRUND

Phone

2065189730

Tax Period

2023-08-01 to 2024-07-31

PAINTERS TRUST, founded in 1952, is a mid-sized nonprofit that reported $85.2M in total revenue in fiscal year 2023. Expenses of $77.9M left a modest 9% surplus.

Mission

THE PLAN IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN DESIGNED TO PROVIDE BENEFITS FOR ELIGIBLE PARTICIPANTS AND BENEFICIARIES AS SPECIFIED IN THE PLAN DOCUMENT.

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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 $83,293,217

Investment Income $1,865,737

Other Revenue $30,436

TOTAL REVENUE $85,189,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,714

Fundraising Expenses $0

Other Expenses $6,319,691

TOTAL EXPENSES $77,880,505

Year-over-Year Comparison

	2023	2022	Change
Revenue	$85,189,390	$87,404,039	0.0%
Expenses	$77,880,505	$83,126,340	-0.1%
Net Income	$7,308,885	$4,277,699	+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

N/A

Employees

120

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

$121,877

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACEY GRUND	CO-CHAIR	1.00	Officer Director	$0	$0	$0
DAVE WINKLER	CO-CHAIR	1.00	Officer Director	$0	$0	$0
STEVE MALCOLM	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JEREMY GIBSON	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN HOLCA	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
HAROLD DALY	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
KEITH MARKLAND	UNION TRUSTEE	1.00	Director	$0	$0	$0
TODD SPRINGER	UNION TRUSTEE	1.00	Director	$0	$0	$0
LISA DEROSIA	UNION TRUSTEE	1.00	Director	$0	$0	$0
ROBERT WILLIAMS	UNION TRUSTEE	1.00	Director	$0	$0	$0
MELISSA KOLLMAN	EXECUTIVE DIRECTOR	40.00	Officer	$90,431	$31,446	$121,877

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	No data	No data	No data	No data
2024	$85,189,390	$77,880,505	$120,170,713	$7,308,885
2023	$87,404,039	$83,126,340	$111,690,393	$4,277,699
2022	$77,554,776	$87,967,525	$102,882,797	$-10,412,749
2021	$84,126,168	$79,286,584	$121,082,024	$4,839,584
2020	$81,342,034	$77,332,127	$110,934,817	$4,009,907
2019	$77,642,566	$85,691,859	$102,667,937	$-8,049,293
2018	$75,469,288	$72,240,668	$102,922,031	$3,228,620

PAINTERS TRUST