ALASKA ELECTRICAL HEALTH & WELFARE FUND (EIN 926001972) - 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

1961

Legal Domicile

Principal Officer

LARRY BELL

Phone

9072761246

Tax Period

2023-01-01 to 2023-12-31

ALASKA ELECTRICAL HEALTH & WELFARE FUND, founded in 1961, is a mid-sized nonprofit that reported $83.9M in total revenue in fiscal year 2023.

Mission

TO PROVIDE AND MAINTAIN HEALTH AND WELFARE BENEFITS

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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 $82,896,226

Investment Income $1,035,679

Other Revenue $0

TOTAL REVENUE $83,931,905

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,205,321

Fundraising Expenses $0

Other Expenses $1,054,591

TOTAL EXPENSES $83,254,113

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,931,905	$80,727,362	+0.0%
Expenses	$83,254,113	$77,301,352	+0.1%
Net Income	$677,792	$3,426,010	-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

Employees

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

$266,223

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY BELL	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW BIDEN	TRUSTEE	1.00	Director	$0	$0	$0
JESSE HALE	TRUSTEE - PA	1.00	Director	$0	$0	$0
PAUL LANTZ	TRUSTEE	1.00	Director	$0	$0	$0
DIEDRE WILLIAMS	TRUSTEE - PA	1.00	Director	$0	$0	$0
BLAIR CHRISTENSEN	TRUSTEE	1.00	Director	$0	$0	$0
ELLIOTT MARLOW	TRUSTEE	1.00	Director	$0	$0	$0
VINCE BELTRAMI	TRUSTEE	1.00	Director	$0	$0	$0
PAMELA CLINE	TRUSTEE	1.00	Director	$0	$0	$0
MARCIE OBREMSKI	TRUSTEE - PA	1.00	Director	$0	$0	$0
DIANA RUHL	TRUSTEE	1.00	Director	$0	$0	$0
DOUG TANSY	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW RUMERY	TRUSTEE	1.00	Director	$0	$0	$0
G ROBERT GARCIA	ADMINISTRATO	21.00	Officer	$80,029	$114,250	$266,223
CATHERINE LAURIO	CONTROLLER	14.00	Highest	$48,061	$122,950	$263,111

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	$83,931,905	$83,254,113	$52,309,118	$677,792
2022	$80,727,362	$77,301,352	$47,270,729	$3,426,010
2021	$77,262,763	$76,968,523	$44,499,503	$294,240
2020	$76,135,058	$69,110,817	$42,724,440	$7,024,241
2019	$77,469,762	$73,083,927	$35,763,705	$4,385,835
2018	$72,810,200	$69,534,072	$29,586,507	$3,276,128

ALASKA ELECTRICAL HEALTH & WELFARE FUND