UA LOCAL 160 HEALTH & WELFARE PLAN (EIN 376134925) - 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

1968

Legal Domicile

Principal Officer

DOUGLAS PURSELL

Phone

6186844521

Tax Period

2023-01-01 to 2023-12-31

UA LOCAL 160 HEALTH & WELFARE PLAN, founded in 1968, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2023. The organization ran a surplus of $553K, a strong 21% operating margin.

Mission

THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS FOR MEMBERS OF UA LOCAL 160 AND THEIR FAMILIES.

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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 $2,643,867

Investment Income $16,725

Other Revenue $0

TOTAL REVENUE $2,660,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,093,501

Other Expenses $202,661

TOTAL EXPENSES $2,107,130

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,660,592	$2,644,641	+0.0%
Expenses	$2,107,130	$1,828,163	+0.2%
Net Income	$553,462	$816,478	-0.3%

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

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

$153,009

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENT LOUCKS	TRUSTEE	2.00	Director	$0	$0	$0
DOUGLAS PURSELL	BUSINESS MANAGER	2.00	Director	$0	$0	$153,009
DAVID O'ROURKE	TRUSTEE	2.00	Director	$0	$0	$0
BRAD THIES	TRUSTEE	2.00	Director	$0	$0	$0
ROY ROSS	TRUSTEE	2.00	Director	$0	$0	$0
BRENT GRASHER	TRUSTEE	2.00	Director	$0	$0	$0
JACK HUPPERT III	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
2024	No data	No data	No data	No data
2023	$2,660,592	$2,107,130	$2,679,302	$553,462
2022	$2,644,641	$1,828,163	$2,150,972	$816,478
2021	$2,143,548	$1,994,405	$1,306,225	$149,143
2020	$1,779,029	$1,699,027	$1,177,000	$80,002
2020	$1,796,704	$1,566,564	$1,194,699	$230,140
2019	$1,833,060	$1,888,393	$962,862	$-55,333
2018	$1,682,469	$1,582,932	$1,022,440	$99,537
2018	$1,682,469	$1,582,932	$1,022,440	$99,537

UA LOCAL 160 HEALTH & WELFARE PLAN