UNITED WIRE METAL & MACHINE HEALTH & WE (EIN 135608135) - 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

1953

Legal Domicile

Principal Officer

LORRAINE BUONACORE

Phone

2126914100

Tax Period

2024-01-01 to 2024-12-31

UNITED WIRE METAL & MACHINE HEALTH & WE, founded in 1953, is a mid-sized nonprofit that reported $46.3M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

SEE PART III, ITEM 1

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $33,303,358

Investment Income $9,202,518

Other Revenue $3,838,926

TOTAL REVENUE $46,344,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,591,960

Fundraising Expenses $0

Other Expenses $1,511,622

TOTAL EXPENSES $47,132,751

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,344,802	$38,772,373	+0.2%
Expenses	$47,132,751	$42,182,834	+0.1%
Net Income	$-787,949	$-3,410,461	-0.8%

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

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

$266,570

Total Directors

$857,266

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL SMITH	UNION TRUSTEE	1.00	Director	$0	$49,722	$266,934
DONNA SANTORO	UNION TRUSTEE	1.00	Director	$0	$57,859	$282,721
THOMAS FEELEY	UNION TRUSTEE	1.00	Director	$0	$0	$0
PETER AJALAT	EMPLOYER TRUSTEE	1.00	Director	$10,625	$0	$10,625
LORRAINE BUONACORE	ADMINISTRATOR	36.00	Officer Director	$222,997	$43,573	$266,570
ROY BARNES	EMPLOYER TRUSTEE	1.00	Director	$15,406	$0	$15,406
NEAL SCHELBERG	EMPLOYER TRUSTEE	1.00	Director	$15,010	$0	$15,010
ROSANNA FURIO	FUND MANAGER	10.00	Highest	$227,736	$58,742	$286,478
FRANCESCO LICARI	BENEFITS CLERK	20.00	Highest	$109,448	$48,822	$158,270
MARK PEPGJONAJ	MAINTENANCE SUPERVISOR	1.00	Highest	$125,840	$37,176	$163,016
WANDA LOZANO	OFFICE MANAGER	32.00	Highest	$131,935	$29,205	$161,140
STEPHEN GARRIQUES	IT SUPERVISOR	20.00	Highest	$105,947	$17,737	$123,684

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	$46,344,802	$47,132,751	$83,562,879	$-787,949
2023	$38,772,373	$42,182,834	$86,487,621	$-3,410,461
2022	$36,903,242	$39,052,625	$88,674,787	$-2,149,383
2021	$37,317,789	$39,995,793	$104,816,415	$-2,678,004
2020	$32,727,881	$36,365,685	$98,984,214	$-3,637,804
2019	$37,902,747	$38,397,535	$94,697,182	$-494,788
2018	$35,247,463	$36,287,605	$88,509,576	$-1,040,142

UNITED WIRE METAL & MACHINE HEALTH & WE