IATSE LOCAL 504 HEALTH AND WELFARE TRUST FUND (EIN 956100367) - 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

1958

Legal Domicile

Principal Officer

STEVE ARKWRIGHT

Phone

5624635000

Tax Period

2024-07-01 to 2025-06-30

IATSE LOCAL 504 HEALTH AND WELFARE TRUST FUND, founded in 1958, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

the i.a.t.s.e. local 504 health and welfare trust fund, is a multi-Employer health and welfare plan. it was organized to provide medical, dental, life and disability benefits to employees and their dependents of companies signing appropriate collective bargaining agreements.

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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 $1,388,404

Investment Income $116,343

Other Revenue $2,000

TOTAL REVENUE $1,506,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $184,776

TOTAL EXPENSES $1,648,455

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,506,747	$1,891,846	-0.2%
Expenses	$1,648,455	$1,537,519	+0.1%
Net Income	$-141,708	$354,327	-1.4%

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
MATT CURTO	TRUSTEE	1.0	Director	$0	$0	$0
TOM LANE	TRUSTEE	1.0	Director	$0	$0	$0
ERIC EMKEN	TRUSTEE	1.0	Director	$0	$0	$0
MARK HOPKINS	TRUSTEE	1.0	Director	$0	$0	$0
MARVIN LEE	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	$1,506,747	$1,648,455	$3,571,808	$-141,708
2024	$1,891,846	$1,537,519	$3,607,574	$354,327
2023	$1,588,100	$1,066,870	$2,792,668	$521,230
2022	$951,411	$703,184	$2,093,787	$248,227
2021	$817,187	$922,588	$1,879,559	$-105,401
2020	$1,501,318	$1,292,623	$2,256,893	$208,695
2019	$1,491,797	$1,474,393	$2,154,735	$17,404
2018	$1,419,272	$1,273,875	$1,964,812	$145,397

IATSE LOCAL 504 HEALTH AND WELFARE TRUST FUND