STEVEDORE INDUSTRY COMMITTEE WELFARE BENEFIT TR (EIN 990311311) - 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

1993

Legal Domicile

Principal Officer

Murray R Grune

Phone

8085230199

Tax Period

2023-01-01 to 2023-12-31

STEVEDORE INDUSTRY COMMITTEE WELFARE BENEFIT TR, founded in 1993, is a mid-sized nonprofit that reported $39.3M in total revenue in fiscal year 2023.

Mission

Provide medical and dental insurance benefits for eligible employees/ retirees and their dependents per collective bargaining agreement.

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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 $38,838,480

Investment Income $475,624

Other Revenue $0

TOTAL REVENUE $39,314,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,699,905

Other Expenses $302,679

TOTAL EXPENSES $40,002,584

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,314,104	$37,046,014	+0.1%
Expenses	$40,002,584	$37,139,938	+0.1%
Net Income	$-688,480	$-93,924	+6.3%

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

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
Randy Grune	Trustee	1	Director	$0	$0	$0
Matthew Guard	Trustee	1	Director	$0	$0	$0
Dean Kapoi	Trustee	1	Director	$0	$0	$0
Len Isotoff	Alternate Trustee	1	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	$39,314,104	$40,002,584	$11,182,629	$-688,480
2022	$37,046,014	$37,139,938	$11,563,512	$-93,924
2021	$35,341,429	$34,478,796	$11,351,114	$862,633
2020	$34,354,716	$34,256,376	$10,170,985	$98,340

STEVEDORE INDUSTRY COMMITTEE WELFARE BENEFIT TR