UNION CONSTRUCTION WORKERS HEALTH PLAN (EIN 344442536) - 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

1952

Legal Domicile

Principal Officer

JOSHUA HUGHES

Phone

4192482401

Tax Period

2024-06-01 to 2025-05-31

UNION CONSTRUCTION WORKERS HEALTH PLAN, founded in 1952, is a mid-sized nonprofit that reported $41.2M in total revenue in fiscal year 2024. Expenses of $36.4M left a modest 12% surplus.

Mission

THE FUND PROVIDES HEALTH BENEFITS FOR ELIGIBLE MEMBERS OF THE CONTRUCTION TRADE UNIONS COVERED BY THE FUND.

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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 $38,456,697

Investment Income $2,714,053

Other Revenue $11,214

TOTAL REVENUE $41,181,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,994

Fundraising Expenses $0

Other Expenses $2,846,673

TOTAL EXPENSES $36,430,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,181,964	$38,861,966	+0.1%
Expenses	$36,430,474	$36,934,641	0.0%
Net Income	$4,751,490	$1,927,325	+1.5%

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

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
BRINT MITCHELL	TRUSTEE	0.00	Director	$0	$0	$0
GREGORY MYERS	TRUSTEE	0.00	Director	$0	$0	$0
JOE VANCENA	TRUSTEE	0.00	Director	$0	$0	$0
KENNETH GABEL	TRUSTEE	0.00	Director	$0	$0	$0
ERIC KAHLE	TRUSTEE	0.00	Director	$0	$0	$0
JAMIE PEPPERS	TRUSTEE	0.00	Director	$0	$0	$0
MICHAEL KUJAWA	TRUSTEE	0.00	Director	$0	$0	$0
MATT ABERL	TRUSTEE	0.00	Director	$0	$0	$0
MATT CHERRY	TRUSTEE	0.00	Director	$0	$0	$0
JOSHUA HUGHES	TRUSTEE	0.00	Director	$0	$0	$0
N/A	INSTITUTIONAL TRUSTEE	1.00		$69,994	$0	$69,994

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	$41,181,964	$36,430,474	$80,131,797	$4,751,490
2024	$38,861,966	$36,934,641	$73,036,513	$1,927,325
2023	$33,590,349	$31,986,213	$65,888,703	$1,604,136
2022	$34,670,775	$34,592,301	$65,667,467	$78,474
2021	$30,228,125	$32,765,916	$66,553,570	$-2,537,791
2020	$33,762,691	$30,843,823	$64,972,151	$2,918,868
2019	$32,300,831	$38,510,498	$58,965,637	$-6,209,667
2018	$28,586,389	$25,446,249	$56,114,307	$3,140,140

UNION CONSTRUCTION WORKERS HEALTH PLAN