MACHINISTS HEALTH AND WELFARE TRUST FUND (EIN 911363505) - 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

1988

Legal Domicile

Principal Officer

ART BOULTON

Phone

2064417574

Tax Period

2023-08-01 to 2024-07-31

MACHINISTS HEALTH AND WELFARE TRUST FUND, founded in 1988, is a mid-sized nonprofit that reported $29.1M in total revenue in fiscal year 2023. Expenses of $26.0M left a modest 10% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.

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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 $27,440,684

Investment Income $1,621,911

Other Revenue $0

TOTAL REVENUE $29,062,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,772,239

TOTAL EXPENSES $26,021,583

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,062,595	$26,921,783	+0.1%
Expenses	$26,021,583	$26,534,054	0.0%
Net Income	$3,041,012	$387,729	+6.8%

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

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
ART BOULTON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DALE SCHIFFLER	TRUSTEE	1.00	Director	$0	$0	$0
MIKE WILSON	SECRETARY	1.00	Officer Director	$0	$0	$0
ZAC COLLINS	TRUSTEE	1.00	Director	$0	$0	$0
LEAURI MOORE START 223	TRUSTEE	1.00	Director	$0	$0	$0
BETH BERGEON START 623	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	$29,062,595	$26,021,583	$55,731,483	$3,041,012
2023	$26,921,783	$26,534,054	$51,287,389	$387,729
2022	$27,557,014	$25,738,335	$51,192,295	$1,818,679
2021	$28,345,807	$23,413,674	$52,643,086	$4,932,133
2020	$30,554,033	$23,643,511	$47,643,270	$6,910,522
2019	$31,208,164	$24,423,189	$39,089,187	$6,784,975
2018	$31,323,498	$26,144,129	$31,141,966	$5,179,369

MACHINISTS HEALTH AND WELFARE TRUST FUND