Labor Alliance Managed Trust Fund (EIN 943217575) - 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

1995

Legal Domicile

Principal Officer

LARRY VALENTI

Phone

9254263553

Tax Period

2024-04-01 to 2025-03-31

Labor Alliance Managed Trust Fund, founded in 1995, is a major nonprofit that reported $283.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $273.2M left a modest 3% surplus.

Mission

TO PROVIDE HOSPITAL AND MEDICAL BENEFITS TO PARTICIPANTS IN A 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 $280,216,541

Investment Income $2,864,533

Other Revenue $0

TOTAL REVENUE $283,081,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,359,931

TOTAL EXPENSES $273,201,455

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,081,074	$255,192,767	+0.1%
Expenses	$273,201,455	$242,815,107	+0.1%
Net Income	$9,879,619	$12,377,660	-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

N/A

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
Carlos Barnett	Trustee	1.5	Director	$0	$0	$0
Larry Valenti	Trustee	1.5	Director	$0	$0	$0
Chuck Martin	Trustee	1.5	Director	$0	$0	$0
Robert Francin	Trustee	1.5	Director	$0	$0	$0
frank SEVILLA	trustee	1.5	Director	$0	$0	$0
VICTOR MINEROS	Trustee	1.5	Director	$0	$0	$0
Lyle McVicar	Trustee	1.5	Director	$0	$0	$0
Eric Jimenez	Trustee	1.5	Director	$0	$0	$0
see sCHEDULE 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
2025	$283,081,074	$273,201,455	$94,543,677	$9,879,619
2024	$255,192,767	$242,815,107	$83,406,099	$12,377,660
2023	$210,405,027	$199,239,984	$64,549,546	$11,165,043
2022	$181,714,492	$175,459,814	$51,349,525	$6,254,678
2021	$164,730,083	$162,641,121	$45,450,113	$2,088,962
2020	$167,871,654	$163,057,358	$40,129,128	$4,814,296
2019	$167,126,929	$163,133,486	$36,302,010	$3,993,443

Labor Alliance Managed Trust Fund