THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST (EIN 910853746) - 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

1969

Legal Domicile

Principal Officer

TERRIE FLAMING

Phone

2064417574

Tax Period

2024-01-01 to 2024-12-31

THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST, founded in 1969, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $951K, a strong 23% operating margin.

Mission

TO PROVIDE HEALTH, DENTAL, SHORT-TERM DISABILITY, AND LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS COVERING ELIGIBLE PERSONS OF CONTRIBUTING EMPLOYERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,084,586

Investment Income $70,224

Other Revenue $10,861

TOTAL REVENUE $4,165,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $264,519

TOTAL EXPENSES $3,214,522

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,165,671	$3,825,949	+0.1%
Expenses	$3,214,522	$2,036,330	+0.6%
Net Income	$951,149	$1,789,619	-0.5%

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

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
TERRIE FLAMING	CHAIR	1.00	Officer Director	$0	$0	$0
STEVEN STUDER	SECRETARY	1.00	Officer Director	$0	$0	$0
NATE DWYER	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
NANCY DEL VILLAR VIVE	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
ANGELA GIST	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
MYLOR TRENEER	UNION TRUSTEE	1.00	Director	$0	$0	$0
NATHANIAL WHITTEN	UNION TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER BACON	UNION 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
2024	$4,165,671	$3,214,522	$4,156,784	$951,149
2023	$3,825,949	$2,036,330	$3,082,853	$1,789,619
2022	$2,870,200	$2,793,277	$1,366,870	$76,923
2021	$1,062,260	$1,343,367	$923,618	$-281,107
2020	$1,151,189	$2,264,931	$1,236,928	$-1,113,742
2019	$2,207,433	$2,075,928	$2,491,781	$131,505
2018	$2,164,503	$1,971,548	$2,266,069	$192,955

THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST