MILLWRIGHTS LOCAL UNION NO 729 (EIN 205292034) - 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

2006

Legal Domicile

Principal Officer

JASON ENGELS

Phone

5043054737

Tax Period

2022-07-01 to 2023-06-30

MILLWRIGHTS LOCAL UNION NO 729, founded in 2006, is a small nonprofit that reported $269K in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $317K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE LABOR ORGANIZATION REPRESENTS ITS MEMBERSHIP.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $163,453

Investment Income $219

Other Revenue $104,912

TOTAL REVENUE $268,584

Expense Breakdown

Grants Paid $1,550

Salaries & Benefits $103,929

Fundraising Expenses $0

Other Expenses $211,858

TOTAL EXPENSES $317,337

Year-over-Year Comparison

	2022	2021	Change
Revenue	$268,584	$247,000	+0.1%
Expenses	$317,337	$250,163	+0.3%
Net Income	$-48,753	$-3,163	+14.4%

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

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
JOHN GOMILA	TRUSTEE	1.00	Director	$0	$0	$0
EMERSON ROMERO	TRUSTEE	1.00	Director	$0	$0	$0
DARRELL VILLAR	TRUSTEE	1.00	Director	$0	$0	$0
BENJAMIN ANDREWS	RECORDING SE	1.00	Officer	$0	$0	$0
JACK BARTLEY	VICE PRESIDE	1.00	Officer	$0	$0	$0
JASON ENGELS	UBCJA DISTRI	1.00	Officer	$0	$0	$0
WILLIAM HADDEN	WARDEN	1.00	Officer	$0	$0	$0
KENNETH M HINES	FIN SEC/TREA	1.00	Officer	$0	$0	$0
CALVIN LAMBERT II	PRESIDENT	1.00	Officer	$0	$0	$0
RYAN TAYLOR	CONDUCTOR	1.00	Officer	$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
2023	$268,584	$317,337	$1,665,394	$-48,753
2022	$247,000	$250,163	$1,699,340	$-3,163
2021	$1,830,151	$229,589	$1,703,295	$1,600,562

MILLWRIGHTS LOCAL UNION NO 729