ALASKA UFCW HEALTH & WELFARE TRUST (EIN 926003453) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

BRENT BOHN

Phone

5034862045

Tax Period

2023-01-01 to 2023-12-31

ALASKA UFCW HEALTH & WELFARE TRUST, founded in 1965, is a mid-sized nonprofit that reported $23.1M in total revenue in fiscal year 2023. Expenses of $20.7M left a modest 10% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $22,813,527

Investment Income $280,404

Other Revenue $14,191

TOTAL REVENUE $23,108,122

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $665,834

TOTAL EXPENSES $20,706,970

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,108,122	$24,284,619	0.0%
Expenses	$20,706,970	$25,957,677	-0.2%
Net Income	$2,401,152	$-1,673,058	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SILVANA TIRBAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BRENT BOHN	SECRETARY - STARTED 6/2023	1.00	Officer Director	$0	$0	$0
DAN CLAY	TRUSTEE	1.00	Director	$0	$0	$0
FRANK MUTCHIE	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT KLITZKE POWERS	TRUSTEE - STARTED 6/2023	1.00	Director	$0	$0	$0
SEAN HAMMOND	TRUSTEE - START 6/23; END 12/23	1.00	Director	$0	$0	$0
HL BUZZ RAVENSCRAFT	TRUSTEE - ENDED 6/2023	1.00	Director	$0	$0	$0
ROBERT MCLAUCHLIN	SECRETARY - ENDED 6/2023	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	No data	No data	No data	No data
2023	$23,108,122	$20,706,970	$21,621,155	$2,401,152
2022	$24,284,619	$25,957,677	$22,138,794	$-1,673,058
2021	$25,510,371	$21,664,575	$22,967,086	$3,845,796
2020	$25,080,652	$17,890,168	$18,504,145	$7,190,484
2019	$23,413,381	$19,030,015	$11,419,014	$4,383,366
2018	$23,226,156	$20,969,602	$7,429,215	$2,256,554

ALASKA UFCW HEALTH & WELFARE TRUST