PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND (EIN 946082955) - 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

SCOTT STRAWBRIDGE

Phone

5104334422

Tax Period

2023-01-01 to 2023-12-31

PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND, founded in 1954, is a mid-sized nonprofit that reported $28.0M in total revenue in fiscal year 2023. Expenses of $24.6M left a modest 12% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR 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 $26,583,471

Investment Income $1,124,337

Other Revenue $287,880

TOTAL REVENUE $27,995,688

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,825,712

TOTAL EXPENSES $24,616,988

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,995,688	$26,458,358	+0.1%
Expenses	$24,616,988	$24,263,900	+0.0%
Net Income	$3,378,700	$2,194,458	+0.5%

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
ANDREW BOOTH	TRUSTEE	5.0	Director	$0	$0	$0
BLUE WILSON	TRUSTEE	5.0	Director	$0	$0	$0
DANNY WRIGHT	TRUSTEE	5.0	Director	$0	$0	$0
WILLIAM TAYLOR	CO-CHAIRMAN	5.0	Officer Director	$0	$0	$0
SCOTT STRAWBRIDGE	CHAIRMAN	5.0	Officer Director	$0	$0	$0
STEVE MACARTHUR	TRUSTEE	5.0	Director	$0	$0	$0
DUSTIN SACCONE	TRUSTEE	5.0	Director	$0	$0	$0
CHAD PETTY	TRUSTEE	5.0	Director	$0	$0	$0
MATT GOODY	TRUSTEE	5.0	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	No data	No data	No data	No data
2023	$27,995,688	$24,616,988	$59,462,379	$3,378,700
2022	$26,458,358	$24,263,900	$54,287,823	$2,194,458
2021	$25,758,175	$22,655,268	$54,609,135	$3,102,907
2020	$24,735,627	$22,418,015	$51,792,330	$2,317,612
2019	$26,963,420	$24,955,140	$48,009,803	$2,008,280
2018	$28,816,954	$21,657,643	$43,089,487	$7,159,311

PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND