MACHINERY MOVERS RIGGERS & MACH ERECT LOCAL 136 HEALTH & WELFARE FUND (EIN 363204740) - 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

1973

Legal Domicile

Principal Officer

ROBERT J FULTON

Phone

6304720626

Tax Period

2024-07-01 to 2025-06-30

MACHINERY MOVERS RIGGERS & MACH ERECT LOCAL 136 HEALTH & WELFARE FUND, founded in 1973, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $4.8M exceeded revenue, resulting in a 41% operating deficit.

Mission

TO PROVIDE HEALTH AND DISABILITY BENEFITS.

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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 $3,138,222

Investment Income $269,939

Other Revenue $0

TOTAL REVENUE $3,408,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $360,627

TOTAL EXPENSES $4,806,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,408,161	$2,696,722	+0.3%
Expenses	$4,806,799	$3,538,661	+0.4%
Net Income	$-1,398,638	$-841,939	+0.7%

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

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

$315,518

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY OLSON	TRUSTEE	3.00	Director	$0	$0	$0
ROBERT J FULTON	TRUSTEE	3.00	Director	$0	$146,158	$315,518
WILLIAM JOYCE	TRUSTEE	3.00	Director	$0	$0	$0
VERNON STOUB	TRUSTEE	3.00	Director	$0	$0	$0
MIKE GIBAS	TRUSTEE	3.00	Director	$0	$0	$0
ROBERT F FULTON	TRUSTEE	3.00	Director	$0	$0	$0
JOHN STONE	TRUSTEE	3.00	Director	$0	$0	$0
KEVIN FONTANA	TRUSTEE	3.00	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	$3,408,161	$4,806,799	$5,319,309	$-1,398,638
2024	$2,696,722	$3,538,661	$5,453,039	$-841,939
2023	$2,923,167	$2,495,746	$5,684,227	$427,421
2022	$2,261,109	$2,311,911	$4,671,259	$-50,802
2021	$1,582,498	$1,634,426	$5,079,020	$-51,928
2020	$2,122,638	$2,258,037	$5,590,018	$-135,399

MACHINERY MOVERS RIGGERS & MACH ERECT LOCAL 136 HEALTH & WELFARE FUND