HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL 36 HEALTH TRUSTEES (EIN 936023047) - 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

1951

Legal Domicile

Principal Officer

ROBERT JEFFRIES

Phone

5034862108

Tax Period

2023-01-01 to 2023-12-31

HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL 36 HEALTH TRUSTEES, founded in 1951, is a community nonprofit that reported $6.3M in total revenue in fiscal year 2023. Expenses of $5.5M left a modest 12% surplus.

Mission

PROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE, AND WEEKLY INCOME FOR LOSS OF TIME FOR THE 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 $5,996,077

Investment Income $333,574

Other Revenue $0

TOTAL REVENUE $6,329,651

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,539,118

Other Expenses $271,542

TOTAL EXPENSES $5,539,118

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,329,651	$5,869,685	+0.1%
Expenses	$5,539,118	$5,207,240	+0.1%
Net Income	$790,533	$662,445	+0.2%

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

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
LINCOLN CALDWELL	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT JEFFRIES	TRUSTEE	1.00	Officer Director	$0	$0	$0
MIKE KEMP	TRUSTEE	1.00	Director	$0	$0	$0
GABE MARKOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
JESSE MARKOWSKI	TRUSTEE	1.00	Officer Director	$0	$0	$0
LUKE WOLFE	TRUSTEE	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	$6,329,651	$5,539,118	$17,134,188	$790,533
2022	$5,869,685	$5,207,240	$15,365,503	$662,445
2021	$6,911,482	$5,690,942	$16,204,246	$1,220,540
2020	$5,910,799	$5,198,600	$14,977,172	$712,199
2019	$6,185,282	$5,368,546	$13,723,920	$816,736
2018	$5,965,093	$5,376,492	$12,059,830	$588,601

HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL 36 HEALTH TRUSTEES