Office & Professional Employees Intl Union Locals 30 & 537 Health & Welfare Fund (EIN 956047601) - 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

JACQUELINE WHITE-BROWN

Phone

5624635000

Tax Period

2024-02-01 to 2025-01-31

Office & Professional Employees Intl Union Locals 30 & 537 Health & Welfare Fund, founded in 1954, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $1.4M, a strong 18% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS.

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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 $6,867,421

Investment Income $630,211

Other Revenue $4,457

TOTAL REVENUE $7,502,089

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $770,678

TOTAL EXPENSES $6,122,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,502,089	$8,246,668	-0.1%
Expenses	$6,122,365	$6,687,175	-0.1%
Net Income	$1,379,724	$1,559,493	-0.1%

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
joel barton	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
LEON F MARZILLIER	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
RON MILLER	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
JACQUELINE WHITE-BROWN	UNION TRUSTEE	1.0	Director	$0	$0	$0
RODNEY MICHAEL COBOS	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
MARIANNE GIORDANO	UNION TRUSTEE	1.0	Director	$0	$0	$0
MARIBEL SPILLARD	UNION TRUSTEE	1.0	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	$7,502,089	$6,122,365	$15,245,101	$1,379,724
2024	$8,246,668	$6,687,175	$14,475,751	$1,559,493
2023	$8,459,322	$7,334,341	$12,866,612	$1,124,981
2022	$8,399,533	$6,853,650	$12,791,021	$1,545,883
2021	$8,442,772	$6,452,150	$11,586,122	$1,990,622
2020	$8,023,492	$7,011,170	$9,849,145	$1,012,322
2019	$7,584,265	$7,312,597	$8,577,679	$271,668

Office & Professional Employees Intl Union Locals 30 & 537 Health & Welfare Fund