WESTERN ALLIANCE TRUST FUND (EIN 956981657) - 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

1994

Legal Domicile

Principal Officer

ELLEN T ANREDER

Phone

8182430222

Tax Period

2023-12-01 to 2024-11-30

WESTERN ALLIANCE TRUST FUND, founded in 1994, is a mid-sized nonprofit that reported $61.8M in total revenue in fiscal year 2023.

Mission

the western alliance trust fund is a multiemployer welfare benefit plan providing hospital, medical, chiropractic, life and accidental death, dental care, mental health, prescription drug and vision care benefits to eligible active participants 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $61,603,522

Investment Income $148,495

Other Revenue $0

TOTAL REVENUE $61,752,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,344,036

TOTAL EXPENSES $64,292,651

Year-over-Year Comparison

	2023	2022	Change
Revenue	$61,752,017	$64,747,710	0.0%
Expenses	$64,292,651	$62,574,379	+0.0%
Net Income	$-2,540,634	$2,173,331	-2.2%

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

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
ELLEN T ANREDER	EMPLOYER TRUSTEE	1.0	Director	$0	$0	$0
MATT O'MALLEY	UNION TRUSTEE	1.0	Director	$0	$0	$0
joe pimentel	UNION TRUSTEE	1.0	Director	$0	$0	$0
MARIO C SALAZAR	UNION TRUSTEE - past	1.0	Director	$0	$0	$0
ERIC TATE	UNION TRUSTEE	1.0	Director	$0	$0	$0
JIM GARRISON	EMPLOYER TRUSTEE	1.0	Director	$0	$0	$0
ED RENDON	EMPLOYER 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	$61,752,017	$64,292,651	$7,967,824	$-2,540,634
2023	$64,747,710	$62,574,379	$7,243,457	$2,173,331
2022	$70,210,247	$71,223,625	$7,393,354	$-1,013,378
2021	$75,459,872	$74,004,606	$8,918,528	$1,455,266
2020	$91,065,262	$92,027,962	$7,736,709	$-962,700
2019	$89,844,328	$91,202,716	$9,502,831	$-1,358,388
2018	$83,062,158	$82,857,501	$11,054,369	$204,657

WESTERN ALLIANCE TRUST FUND