UAW - LOCAL 259 SOCIAL SECURITY DEPT (EIN 136115078) - 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

1949

Legal Domicile

Principal Officer

JEFFREY C ISAACS

Phone

2019478000

Tax Period

2023-01-01 to 2023-12-31

UAW - LOCAL 259 SOCIAL SECURITY DEPT, founded in 1949, is a mid-sized nonprofit that reported $27.3M in total revenue in fiscal year 2023.

Mission

THE PLAN PROVIDES DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY INCOME, HOSPITAL, SURGICAL, MEDICAL, DENTAL, OPTICAL AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 1,260 ELIGIBLE ACTIVE AND RETIRED MEMBERS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES SUPPLEMENTAL BENEFITS TO ELIBIGLE RETIREES FOR WHOM MEDICARE IS THE PRIMARY CARRIER.

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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 $24,200,531

Investment Income $494,867

Other Revenue $2,598,497

TOTAL REVENUE $27,293,895

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,584,674

TOTAL EXPENSES $26,899,677

Year-over-Year Comparison

	2023	2022	Change
Revenue	$27,293,895	$25,565,655	+0.1%
Expenses	$26,899,677	$27,202,293	0.0%
Net Income	$394,218	$-1,636,638	-1.2%

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
JEFFREY ISAACS	EMPLOYER TRUSTEE	5.00	Director	$0	$0	$0
BRIAN SCHNECK	UNION TRUSTEE	5.00	Director	$0	$0	$0
SCOTT TYRELL	UNION TRUSTEE	5.00	Director	$0	$0	$0
JOE CHALOM	EMPLOYER TRUSTEE	5.00	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	$27,293,895	$26,899,677	$17,936,853	$394,218
2022	$25,565,655	$27,202,293	$17,277,969	$-1,636,638
2021	$24,183,360	$25,151,263	$19,912,655	$-967,903
2020	$22,490,620	$24,800,948	$15,310,673	$-2,310,328
2019	$22,661,696	$21,998,454	$17,296,027	$663,242
2018	$20,693,759	$21,603,301	$16,460,641	$-909,542

UAW - LOCAL 259 SOCIAL SECURITY DEPT