UA LOCAL UNION NO 125 H&W FUND (EIN 237004205) - 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

1967

Legal Domicile

Principal Officer

MIKE SADLER II

Phone

3193627977

Tax Period

2024-05-01 to 2025-04-30

UA LOCAL UNION NO 125 H&W FUND, founded in 1967, is a mid-sized nonprofit that reported $24.0M in total revenue in fiscal year 2024. The organization ran a surplus of $5.9M, a strong 25% operating margin.

Mission

PROVIDE HEALTH & WELFARE BENEFITS FOR MEMBERS

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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 $20,966,237

Investment Income $3,013,911

Other Revenue $0

TOTAL REVENUE $23,980,148

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,234,973

TOTAL EXPENSES $18,035,101

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,980,148	$22,508,158	+0.1%
Expenses	$18,035,101	$16,199,747	+0.1%
Net Income	$5,945,047	$6,308,411	-0.1%

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

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

$150,180

Total Directors

$150,180

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL SADLER II	CHAIRMAN	1.00	Officer Director	$0	$38,566	$150,180
RUSS BECKMAN	MANAGEMENT ALTERNATE	1.00	Director	$0	$0	$0
DUSTIN ASHMORE	LABOR TRUSTEE	1.00	Director	$0	$0	$0
MIKE SMITH	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
SCOT STOLTENBERG	MANAGEMENT ALTERNATE	1.00	Director	$0	$0	$0
TAMMY MUSSER	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
WENDY BESLER	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
JOE LATTA	LABOR ALTERNATE	1.00	Director	$0	$0	$0
BRET BRECKE	SECRETARY	1.00	Officer Director	$0	$0	$0
BILL HUDSON	LABOR TRUSTEE	1.00	Director	$0	$0	$0
MATT KRANZLER	LABOR TRUSTEE	1.00	Director	$0	$0	$0
LARRY HUSEMANN	LABOR ALTERNATE	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
2025	$23,980,148	$18,035,101	$53,316,570	$5,945,047
2024	$22,508,158	$16,199,747	$46,343,486	$6,308,411
2023	$21,387,534	$13,268,081	$38,620,141	$8,119,453
2022	$18,589,909	$12,638,239	$31,419,781	$5,951,670
2021	$17,717,153	$14,381,006	$27,983,644	$3,336,147
2020	$16,746,044	$16,069,698	$20,142,387	$676,346
2019	$16,527,493	$16,917,544	$21,062,271	$-390,051

UA LOCAL UNION NO 125 H&W FUND