UA Local 190 Sub Plan (EIN 237116328) - 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

1971

Legal Domicile

Principal Officer

David Forbes and Jeremy Finn

Phone

2488139800

Tax Period

2024-06-01 to 2025-05-31

UA Local 190 Sub Plan, founded in 1971, is a small nonprofit that reported $664K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $361K, a strong 54% operating margin.

Mission

To provide supplemental unemployment benefit payments to participants who meet the qualifications as to age, length of service with contributing employers, payment by the employer of contributions, and other criteria.

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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 $579,311

Investment Income $84,825

Other Revenue $0

TOTAL REVENUE $664,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $58,872

TOTAL EXPENSES $303,418

Year-over-Year Comparison

	2024	2023	Change
Revenue	$664,136	$592,968	+0.1%
Expenses	$303,418	$290,146	+0.0%
Net Income	$360,718	$302,822	+0.2%

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

298

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Forbes	Chairman	000.10	Officer Director	$0	$0	$0
Jeremy Finn	Secretary	000.10	Officer Director	$0	$0	$0
Douglas Mayher Jr	Trustee	000.10	Director	$0	$0	$0
Nancy Cummins	Trustee	000.10	Director	$0	$0	$0
Walter Cosens	Trustee	000.10	Director	$0	$0	$0
Randall Whitaker	Trustee	000.10	Director	$0	$0	$0
Cynthia Maher	Trustee	000.10	Director	$0	$0	$0
Patrick Duffy	Trustee	000.10	Director	$0	$0	$0
Joseph Romine	Alternate Trustee	000.10	Director	$0	$0	$0
Jessica Arndt	Alternate Trustee	000.10	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	$664,136	$303,418	$2,529,908	$360,718
2024	$592,968	$290,146	$2,158,413	$302,822
2023	$521,814	$261,943	$1,858,001	$259,871
2022	$509,643	$262,200	$1,606,381	$247,443
2021	$481,985	$291,109	$1,346,344	$190,876
2020	$430,015	$484,239	$1,169,697	$-54,224
2019	$452,621	$224,905	$1,210,921	$227,716
2018	$410,398	$323,797	$986,064	$86,601

UA Local 190 Sub Plan