DISABILITY PLAN FOR MEMBERS OF LOCAL 1400 (EIN 134213650) - 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

2003

Legal Domicile

Principal Officer

PATRICK REYNOLDS

Phone

2016068500

Tax Period

2023-01-01 to 2023-12-31

DISABILITY PLAN FOR MEMBERS OF LOCAL 1400, founded in 2003, is a micro nonprofit in the Mutual Benefit sector that reported $15K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $19K exceeded revenue, resulting in a 22% operating deficit.

Mission

THE ORGANIZATION IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION FOR THE PAYMENT OF DISABILITY BENEFITS TO MEMBERS OF TRANSPORT WORKERS UNION LOCAL 1400.

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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 $14,260

Investment Income $1,006

Other Revenue $0

TOTAL REVENUE $15,266

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,687

TOTAL EXPENSES $18,627

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,266	$17,746	-0.1%
Expenses	$18,627	$17,298	+0.1%
Net Income	$-3,361	$448	-8.5%

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
PATRICK REYNOLDS	TRUSTEE	1.00	Director	$0	$0	$0
JAMES DENTI	TRUSTEE	1.00	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	$15,266	$18,627	$310,564	$-3,361
2022	$17,746	$17,298	$306,668	$448
2021	$21,153	$42,777	$298,947	$-21,624
2020	$24,484	$23,185	$321,027	$1,299
2019	$28,074	$18,732	$315,513	$9,342
2018	$30,548	$17,665	$306,170	$12,883

DISABILITY PLAN FOR MEMBERS OF LOCAL 1400