INTERNATIONAL LONGSHORE & WAREHOUSE UNION HEALTHCARE UNIT 2201 (EIN 920125054) - 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

1986

Legal Domicile

Principal Officer

WHITNEY BURCH

Phone

6052101552

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL LONGSHORE & WAREHOUSE UNION HEALTHCARE UNIT 2201, founded in 1986, is a small nonprofit that reported $214K in total revenue in fiscal year 2023. Expenses of $199K left a modest 7% surplus.

Mission

REPRESENT, MAINTAIN AND IMPROVE WORKING CONDITIONS AND EMPLOYEES WORKING IN UNION-COVERED POSITIONS.

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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 $213,688

Program Service Revenue $0

Investment Income $776

Other Revenue $0

TOTAL REVENUE $214,464

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,500

Fundraising Expenses $0

Program Expenses $198,985

Other Expenses $197,486

TOTAL EXPENSES $198,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,464	$210,745	+0.0%
Expenses	$198,986	$113,889	+0.7%
Net Income	$15,478	$96,856	-0.8%

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

N/A

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

$1,500

Total Directors

$1,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHUTNEY FRISBIE	PRESIDENT	5.00	Officer Director	$0	$0	$0
MARY FRANCES FISHER	VICE PRESIDENT	5.00	Officer Director	$300	$0	$300
ANJELA JOHNSTON	SECRETARY	5.00	Officer Director	$0	$0	$0
WHITNEY BURCH	TREASURER	10.00	Officer Director	$1,200	$0	$1,200

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	$214,464	$198,986	$648,632	$15,478
2021	$218,334	$188,963	$425,216	$29,371
2020	$213,860	$167,507	$398,299	$46,353
2019	$226,201	$202,168	$351,946	$24,033
2018	$245,956	$245,956	No data	No data
2017	$242,245	$242,245	$492,278	No data

INTERNATIONAL LONGSHORE & WAREHOUSE UNION HEALTHCARE UNIT 2201