OREGON LABORERS - EMPLOYERS HEALTH & WELFARE TR FUND (EIN 936024141) - 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

Jeffrey GRITZ

Phone

5032825581

Tax Period

2024-01-01 to 2024-12-31

OREGON LABORERS - EMPLOYERS HEALTH & WELFARE TR FUND, founded in 1954, is a mid-sized nonprofit that reported $41.6M in total revenue in fiscal year 2024.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS IN THIS MULTIEMPLOYER PLAN.

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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 $40,413,307

Investment Income $1,206,564

Other Revenue $0

TOTAL REVENUE $41,619,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,750,551

TOTAL EXPENSES $43,874,788

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,619,871	$41,570,039	+0.0%
Expenses	$43,874,788	$37,731,982	+0.2%
Net Income	$-2,254,917	$3,838,057	-1.6%

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

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
Jeffrey D GRITZ	TRUSTEE	0.5	Director	$0	$0	$0
Zack Culver	TRUSTEE	0.5	Director	$0	$0	$0
James R Watts	TRUSTEE	0.5	Director	$0	$0	$0
Ben Nelson	TRUSTEE	0.5	Director	$0	$0	$0
VAL SOLORZANO	TRUSTEE	0.5	Director	$0	$0	$0
KRIS FIX	TRUSTEE (EFF 01/2024)	0.5	Director	$0	$0	$0
SEE SCH 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	$41,619,871	$43,874,788	$62,091,840	$-2,254,917
2023	$41,570,039	$37,731,982	$60,071,952	$3,838,057
2022	$39,962,091	$33,854,199	$51,847,499	$6,107,892
2021	$38,454,767	$31,582,124	$48,314,268	$6,872,643
2020	$41,414,384	$31,653,300	$41,505,382	$9,761,084
2019	$40,702,301	$36,755,765	$32,197,514	$3,946,536
2018	$32,713,533	$33,892,964	$28,144,787	$-1,179,431

OREGON LABORERS - EMPLOYERS HEALTH & WELFARE TR FUND