WAREHOUSEMEN'S HEALTH AND WELFARE FUND (EIN 956068285) - 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

LUISA GRATZ

Phone

3237531578

Tax Period

2024-05-01 to 2025-04-30

WAREHOUSEMEN'S HEALTH AND WELFARE FUND, founded in 1954, is a community nonprofit that reported $8.2M in total revenue in fiscal year 2024. Expenses of $7.9M left a modest 3% surplus.

Mission

the warehousemen's health and welfare fund is a multi-employer welfare benefit plan providing benefits to eligible employees 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,120,890

Investment Income $73,943

Other Revenue $0

TOTAL REVENUE $8,194,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $258,360

Fundraising Expenses $0

Other Expenses $199,191

TOTAL EXPENSES $7,914,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,194,833	$8,317,995	0.0%
Expenses	$7,914,760	$8,383,673	-0.1%
Net Income	$280,073	$-65,678	-5.3%

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

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
MOISES FIGUEROA	TRUSTEE	1.0	Director	$0	$0	$0
GENE HULSEY	TRUSTEE	1.0	Director	$0	$0	$0
LUISA GRATZ	TRUSTEE	1.0	Director	$0	$0	$0
HECTOR AGUILAR	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	$8,194,833	$7,914,760	$3,368,520	$280,073
2024	$8,317,995	$8,383,673	$3,086,803	$-65,678
2023	$8,301,573	$8,189,369	$3,190,066	$112,204
2022	$7,611,584	$7,552,312	$3,059,584	$59,272
2021	$6,534,383	$6,569,329	$2,920,409	$-34,946
2020	$7,394,796	$7,373,260	$2,970,578	$21,536
2019	$8,033,572	$7,921,755	$3,007,207	$111,817
2018	$7,857,172	$7,737,306	$2,902,465	$119,866

WAREHOUSEMEN'S HEALTH AND WELFARE FUND