HAWAII BOILERMAKERS-204 HEALTH AND WELFARE FUND (EIN 990111510) - 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

1963

Legal Domicile

Principal Officer

JOSEPH E LAYER

Phone

8085239411

Tax Period

2017-11-01 to 2018-10-31

HAWAII BOILERMAKERS-204 HEALTH AND WELFARE FUND, founded in 1963, is a small nonprofit that reported $310K in total revenue in fiscal year 2017. Revenue surged 847% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 32% operating margin.

Mission

TO PROVIDE HOSPITAL, MEDICAL, DENTAL AND VISION BENEFITS TO PERSONS SATISFYING ELIGIBILITY REQUIREMENTS 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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $299,282

Investment Income $10,703

Other Revenue $0

TOTAL REVENUE $309,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $29,890

TOTAL EXPENSES $210,794

Year-over-Year Comparison

	2017	2016	Change
Revenue	$309,985	$32,743	+8.5%
Expenses	$210,794	$57,059	+2.7%
Net Income	$99,191	$-24,316	-5.1%

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

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
JOSEPH ELAYER	CO-CHAIRMAN	1.00	Director	$0	$0	$0
TOM BACA	CO-CHAIRMAN	1.00	Director	$0	$0	$0
LARRY JANSEN	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
JACOB M EVENSON	UNION TRUSTEE	1.00	Director	$0	$0	$0
JAMES COOKSEY	UNION TRUSTEE	1.00	Director	$0	$0	$0
RAYMOND J MAW	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$0
SEE SCHEDULE O FOR COMPENSATION	PAID BY RELATED ORGANIZATIONS	0.00	Director	$0	$0	$1

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
2018	$309,985	$210,794	$732,823	$99,191

HAWAII BOILERMAKERS-204 HEALTH AND WELFARE FUND