ALASKA CARPENTERS HEALTH AND WELFARE TRUST FUND (EIN 926002106) - 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

1956

Legal Domicile

Principal Officer

PETE RODRIGUEZ

Phone

2133868590

Tax Period

2024-01-01 to 2024-05-31

ALASKA CARPENTERS HEALTH AND WELFARE TRUST FUND, founded in 1956, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2024. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $7.0M exceeded revenue, resulting in a 47% operating deficit.

Mission

TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS IN A COLLECTIVELY BARGAINED AGREEMENT.

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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 $5,368,643

Investment Income $-597,419

Other Revenue $0

TOTAL REVENUE $4,771,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $459,747

TOTAL EXPENSES $7,013,783

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,771,224	$14,513,127	-0.7%
Expenses	$7,013,783	$14,643,728	-0.5%
Net Income	$-2,242,559	$-130,601	+16.2%

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

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
ROBBY CAPPS	CO-CHAIR - TRUSTEE	1.2	Officer Director	$0	$0	$0
ANTHONY A PENA	CO-CHAIR - TRUSTEE	1.2	Officer Director	$0	$0	$0
ANTONIO ACOSTA	TRUSTEE	1.2	Director	$0	$0	$0
BERT BELL	TRUSTEE	1.2	Director	$0	$0	$0
DANIEL SHANLEY	TRUSTEE	1.2	Director	$0	$0	$0
JED SHANDY	TRUSTEE	1.2	Director	$0	$0	$0
MARIO MARTINEZ	TRUSTEE	1.2	Director	$0	$0	$0
MEG NORDALE	TRUSTEE	1.2	Director	$0	$0	$0
JOHN MACKINNON	ALTERNATE TRUSTEE	1.2	Director	$0	$0	$0
SEE SCHEDULE O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	0.0	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	$4,771,224	$7,013,783	No data	$-2,242,559
2023	$14,513,127	$14,643,728	$28,880,068	$-130,601
2022	$14,352,057	$14,866,955	$27,659,975	$-514,898
2021	$14,215,183	$14,414,771	$29,936,146	$-199,588
2020	$14,861,990	$12,972,205	$30,024,083	$1,889,785
2019	$14,832,420	$12,493,261	$27,929,148	$2,339,159
2018	$14,952,439	$14,914,119	$25,564,399	$38,320

ALASKA CARPENTERS HEALTH AND WELFARE TRUST FUND