OREGON-WASHINGTON CARPENTERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND (EIN 936021111) - 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

STEPHEN HOFFMAN

Phone

2064416514

Tax Period

2020-07-01 to 2021-06-30

OREGON-WASHINGTON CARPENTERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND, founded in 1956, is a mid-sized nonprofit that reported $86.0M in total revenue in fiscal year 2020. The organization ran a surplus of $57.8M, a strong 67% operating margin.

Mission

TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND DEPENDENTS FROM CONTRIBUTIONS PAID BY EMPLOYERS AND SELF-PAYMENTS IN ACCORDANCE WITH PLAN PROVISIONS

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $81,325,235

Investment Income $4,716,834

Other Revenue $0

TOTAL REVENUE $86,042,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,620,392

TOTAL EXPENSES $28,200,160

Year-over-Year Comparison

	2020	2019	Change
Revenue	$86,042,069	$90,037,701	0.0%
Expenses	$28,200,160	$88,247,760	-0.7%
Net Income	$57,841,909	$1,789,941	+31.3%

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

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
DEE BURCH	TRUSTEE	1.0	Director	$0	$0	$0
MARK BECKIUS	TRUSTEE	1.0	Director	$0	$0	$0
HEATH HANSEN	TRUSTEE	1.0	Director	$0	$0	$0
GAYLAND LOONEY	TRUSTEE	1.0	Director	$0	$0	$0
BOB TIMMONS	TRUSTEE	1.0	Director	$0	$0	$0
JAMES R WATTS	TRUSTEE	1.0	Director	$0	$0	$0
JEREMIAH JOHNSON	TRUSTEE	1.0	Director	$0	$0	$0
GARTH FINLEY	TRUSTEE	1.0	Director	$0	$0	$0
JEFF HARMS	TRUSTEE	1.0	Director	$0	$0	$0
JUAN SANCHEZ	TRUSTEE	1.0	Director	$0	$0	$0
EVELYN SHAPIRO	TRUSTEE	1.0	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
2021	$86,042,069	$28,200,160	No data	$57,841,909
2020	$90,037,701	$88,247,760	$127,535,578	$1,789,941
2019	$90,358,501	$84,966,576	$121,255,714	$5,391,925
2018	$81,819,652	$77,740,469	$106,282,076	$4,079,183

OREGON-WASHINGTON CARPENTERS-EMPLOYERS HEALTH AND WELFARE TRUST FUND