UTILITIES EMPLOYEES ASSOCIATION (EIN 146029961) - 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

1974

Legal Domicile

Principal Officer

STACEY FITZGERALD

Phone

5189253191

Tax Period

2018-01-01 to 2018-12-31

UTILITIES EMPLOYEES ASSOCIATION, founded in 1974, is a micro nonprofit that reported $41K in total revenue in fiscal year 2018. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $40K left a modest 4% surplus.

Mission

RECREATIONAL AND SOCIAL ACTIVITIES FOR MEMBERS AND THEIR FAMILIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $41,412

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $41,412

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $350

TOTAL EXPENSES $39,676

Year-over-Year Comparison

	2018	2017	Change
Revenue	$41,412	$38,099	+0.1%
Expenses	$39,676	$41,814	-0.1%
Net Income	$1,736	$-3,715	-1.5%

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

N/A

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
STACEY FITZGERALD	TREASURER	10.00	Officer	$0	$0	$0
BRIAN MACDONALD	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH CECHNICKI	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE ARZBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID PRIMEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID HOOEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK VAN WOAERT	BOARD MEMBER	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
2018	$41,412	$39,676	$22,118	$1,736

UTILITIES EMPLOYEES ASSOCIATION