UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST (EIN 271401289) - 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

2009

Legal Domicile

Principal Officer

SUZANNE DANIELS

Phone

2028570620

Tax Period

2023-01-01 to 2023-12-31

UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST, founded in 2009, is a community nonprofit in the Mutual Benefit sector that reported $4.1M in total revenue in fiscal year 2023. Revenue surged 2171% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 26% operating margin.

Mission

THE TRUST WAS ORGANIZED TO PROVIDE HEALTH AND WELFARE BENEFITS TO QUALIFYING RETIRED EMPLOYEES.

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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 $0

Investment Income $4,089,846

Other Revenue $0

TOTAL REVENUE $4,089,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,054

Fundraising Expenses $0

Other Expenses $406,707

TOTAL EXPENSES $3,038,791

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,089,846	$180,060	+21.7%
Expenses	$3,038,791	$3,198,374	0.0%
Net Income	$1,051,055	$-3,018,314	-1.3%

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

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

$487,551

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE DANIELS	COMMITTEE CHAIR	2.00	Director	$1,847	$0	$109,153
GARY PETRONI	COMMITTEE MEMBER	0.50	Director	$1,847	$0	$111,473
FRANCINE PARKER	COMMITTEE MEMBER	0.50	Director	$1,847	$0	$99,904
JACK MARTIN	COMMITTEE MEMBER	0.50	Director	$1,847	$0	$83,054
RICHARD ISAACSON	COMMITTEE MEMBER	0.50	Director	$1,847	$0	$56,772
ANTHONY FEYERS	COMMITTEE MEMBER	0.50	Director	$1,847	$0	$27,195
GEORGE HARDY	COMMITTEE MEMBER	0.50	Director	$0	$0	$0
N/A	INSTITUTIONAL TRUSTEE	0.50		$17,919	$0	$17,919

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	$4,089,846	$3,038,791	$78,949,170	$1,051,055
2022	$180,060	$3,198,374	$80,690,064	$-3,018,314
2021	$3,891,140	$3,158,011	$95,333,021	$733,129
2020	$3,854,848	$3,355,192	$94,447,311	$499,656
2019	$5,610,984	$3,649,101	$87,944,087	$1,961,883
2018	$4,334,129	$3,660,245	$80,286,517	$673,884

UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST