Treasurers and Ticket Selllers Union Local 756 Health and Welfare Fund
Nonprofit profile at a glance
- EIN
- 341234060
- IRS 990-EZ coverage
- 2009–2013
- Forms available
- Form 990-EZ 2013
- Location
- Cleveland, OH, USA
- Phone
- 2168616644
- Rating
- 63
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Voluntary Employees Beneficiary Associations (Non-Government)
Reported finances
- Revenue
- $58,386
- Expenses
- $59,018
- Assets
- $131,574
- Liabilities
- $124,669
Source: IRS Form 990-EZ. Selected filing: tax year 2013. Amounts in USD.
Leadership & pay
3 people listed
People named in this filing
- GLEN BARRY (TRUSTEE)
- KAREN SZALAY (TRUSTEE)
- SARA LEHRKE (TRUSTEE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2013. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide local 756 members with health and other benefits
What it reported doing in 2013
Provides life and accidental death and dismembermentinsurance, vision care, and self pay claims
Operating model
- Revenue model
- Membership-supported. 97% of the money available for current operations came from membership dues.
- Distribution model
- Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.
The verdict
SUPPORTED - The filed numbers largely add up. Assets have declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 51
- Transparency & Controls: 82
- Sustainability: 48
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 82.2%; rating input score 82
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -1.1%; rating input score 43; 43rd percentile among comparable filings
- Total-asset coverage ratio: 2.23; rating input score 69; 69th percentile among comparable filings
- Liabilities to assets ratio: 0.95; rating input score 7; 7th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 1.1% per year; rating input score 100; 57th percentile among comparable filings
- Asset growth: -4.1% per year; rating input score 0; 35th percentile among comparable filings
Details
- Where the money goes: 82.2% of revenue deployed
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 4 filing years from 2009 to 2013
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 43/100.
- High — Sustainability: Liabilities to assets ratio scored 7/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.