DAIRY EMPLOYEES UNION LOCAL 17 CLA EMPLOYEES HEALTH & WELFARE TRUST (EIN 956043942) - 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

1957

Legal Domicile

Principal Officer

ASCENCION MARQUEZ

Phone

9094607755

Tax Period

2023-04-01 to 2024-03-31

DAIRY EMPLOYEES UNION LOCAL 17 CLA EMPLOYEES HEALTH & WELFARE TRUST, founded in 1957, is a small nonprofit that reported $239K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $366K exceeded revenue, resulting in a 53% operating deficit.

Mission

UNION PROVIDING INSURANCE FOR MEMBERS.

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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 $237,600

Program Service Revenue $0

Investment Income $989

Other Revenue $0

TOTAL REVENUE $238,589

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $278,770

Other Expenses $365,828

TOTAL EXPENSES $365,828

Year-over-Year Comparison

	2023	2022	Change
Revenue	$238,589	$468,901	-0.5%
Expenses	$365,828	$569,030	-0.4%
Net Income	$-127,239	$-100,129	+0.3%

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

N/A

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
ASCENCION MARQUEZ	TRUSTEE	10.00	Director	$0	$0	$0
PAUL HUIZENGA	TRUSTEE	1.00	Director	$0	$0	$0
DARYL KOOPS	TRUSTEE	1.00	Director	$0	$0	$0
REYES CERDA	TRUSTEE	1.00	Director	$0	$0	$0
BERT VAN DAM	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	$238,589	$365,828	No data	$-127,239
2023	$468,901	$569,030	$168,754	$-100,129
2022	$411,330	$656,917	$307,642	$-245,587
2021	$415,533	$665,819	$631,084	$-250,286
2020	$383,957	$655,058	$766,352	$-271,101
2019	$451,881	$661,473	$1,144,379	$-209,592
2018	$537,858	$878,997	$1,398,701	$-341,139

DAIRY EMPLOYEES UNION LOCAL 17 CLA EMPLOYEES HEALTH & WELFARE TRUST