AGC-IUOE LOCAL 701 H&W TRUST FUND 701 HEALTH & WELFARE TRUST FUND (EIN 936022485) - 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

1954

Legal Domicile

Principal Officer

JAMES ANDERSON

Phone

2064417574

Tax Period

2023-01-01 to 2023-12-31

AGC-IUOE LOCAL 701 H&W TRUST FUND 701 HEALTH & WELFARE TRUST FUND, founded in 1954, is a mid-sized nonprofit that reported $34.6M in total revenue in fiscal year 2023.

Mission

TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.

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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 $33,257,609

Investment Income $1,281,159

Other Revenue $74,400

TOTAL REVENUE $34,613,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,144,469

TOTAL EXPENSES $35,888,749

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,613,168	$33,830,502	+0.0%
Expenses	$35,888,749	$32,233,123	+0.1%
Net Income	$-1,275,581	$1,597,379	-1.8%

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

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
JAMES ANDERSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SCOTT ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
JAKE AUSMUS	TRUSTEE	1.00	Director	$0	$0	$0
KRIS FIX	TRUSTEE	1.00	Officer Director	$0	$0	$0
KYLE IZATT	TRUSTEE	1.00	Officer Director	$0	$0	$0
KIM JOHANSEN	TRUSTEE	1.00	Director	$0	$0	$0
RYAN MCDONALD	TRUSTEE	1.00	Officer Director	$0	$0	$0
NATE STOKES	TRUSTEE	1.00	Officer 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	$34,613,168	$35,888,749	$78,671,413	$-1,275,581
2022	$33,830,502	$32,233,123	$74,567,699	$1,597,379
2021	$31,529,799	$30,018,446	$75,938,944	$1,511,353
2020	$30,946,104	$30,026,897	$73,533,165	$919,207
2019	$31,865,864	$28,861,632	$70,760,046	$3,004,232
2018	$30,624,445	$25,874,116	$65,665,246	$4,750,329

AGC-IUOE LOCAL 701 H&W TRUST FUND 701 HEALTH & WELFARE TRUST FUND