UA LOCAL 322 BENEVOLENT FUND

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2024

Legal Domicile

Principal Officer

DAVID BRUCE

Phone

6095673322

Tax Period

2025-01-01 to 2025-12-31

UA LOCAL 322 BENEVOLENT FUND, founded in 2024, is a micro nonprofit that reported $81K in total revenue in fiscal year 2025. The organization ran a surplus of $52K, a strong 64% operating margin.

Mission

Provide Scholarships to dependent children of active members of UA Local 322.

Program Service Accomplishments

Program 1

Expenses: $24,499 Revenue: $0

Provide Scholarships to dependent children of active members of UA Local 322.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $80,056

Program Service Revenue $0

Investment Income $801

Other Revenue $0

TOTAL REVENUE $80,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,499

Other Expenses $4,313

TOTAL EXPENSES $28,812

Year-over-Year Comparison

	2025	2024	Change
Revenue	$80,857	N/A	N/A
Expenses	$28,812	N/A	N/A
Net Income	$52,045	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
David Bruce	Trustee	2.00	Director	$0	$0	$0
Stephen Courant	Trustee	2.00	Director	$0	$0	$0
George Young	Trustee	2.00	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	$80,857	$28,812	$62,045	$52,045