INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES LO 33 HEALTH AND WELFARE TRUST FUND (EIN 956125213) - 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

1965

Legal Domicile

Principal Officer

JASON CLARK

Phone

2134062302

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES LO 33 HEALTH AND WELFARE TRUST FUND, founded in 1965, is a mid-sized nonprofit that reported $15.8M in total revenue in fiscal year 2023. Expenses of $13.8M left a modest 13% surplus.

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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 $15,379,565

Investment Income $467,863

Other Revenue $0

TOTAL REVENUE $15,847,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $809,726

TOTAL EXPENSES $13,786,452

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,847,428	$15,601,865	+0.0%
Expenses	$13,786,452	$13,299,002	+0.0%
Net Income	$2,060,976	$2,302,863	-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

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
ROBERT HENNESSY	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
Michele Volz	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
DAVID K GREEN	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
JASON CLARK	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
LARA UNGER	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
JAKE GOLDMAN	MANAGEMENT TRUSTEE	1.0	Director	$0	$0	$0
DAVID DAWSON	Union Trustee	1.0	Director	$0	$0	$0
JANE E LESLIE	UNION TRUSTEE	1.0	Director	$0	$0	$0
CAROLINE HYNDMAN	UNION TRUSTEE	1.0	Director	$0	$0	$0
ROBERT PAGNOTTA	UNION TRUSTEE	1.0	Director	$0	$0	$0
Lee Casady	UNION TRUSTEE	1.0	Director	$0	$0	$0
Darrell Aranda	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
2024	No data	No data	No data	No data
2023	$15,847,428	$13,786,452	$17,829,548	$2,060,976
2022	$15,601,865	$13,299,002	$14,406,270	$2,302,863
2021	$12,314,280	$14,098,074	$10,997,566	$-1,783,794
2020	$9,119,565	$14,075,132	$9,261,783	$-4,955,567
2019	$14,978,875	$14,176,710	$15,801,875	$802,165
2018	$15,335,428	$14,959,546	$17,475,683	$375,882

INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES LO 33 HEALTH AND WELFARE TRUST FUND