MILWAUKEE PRINTING PRESSMEN & ASSISTANTS UNION LOCAL #7 HEALTH & WELFARE FUND (EIN 391439150) - 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

1983

Legal Domicile

Principal Officer

PERRY KETTNER

Phone

4145412324

Tax Period

2019-03-01 to 2020-02-29

MILWAUKEE PRINTING PRESSMEN & ASSISTANTS UNION LOCAL #7 HEALTH & WELFARE FUND, founded in 1983, is a small nonprofit that reported $147K in total revenue in fiscal year 2019. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $296K exceeded revenue, resulting in a 101% operating deficit.

Mission

TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS OF MILWAUKEE PRESSMEN & ASSISTANTS UNION LOCAL NO. 7 PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $147,008

Investment Income $0

Other Revenue $0

TOTAL REVENUE $147,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,500

Fundraising Expenses $0

Other Expenses $27,579

TOTAL EXPENSES $296,091

Year-over-Year Comparison

	2019	2018	Change
Revenue	$147,008	$498,271	-0.7%
Expenses	$296,091	$541,291	-0.5%
Net Income	$-149,083	$-43,020	+2.5%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
ROBERT PRUESS	TRUSTEE	Director	$0	$0	$0
LANCE ELLIS	TRUSTEE	Director	$0	$0	$0
PERRY KETTNER	TRUSTEE	Director	$0	$0	$0
FUZZY MAREK	TRUSTEE	Director	$0	$0	$0
TIM BURTON	TRUSTEE	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
2020	$147,008	$296,091	No data	$-149,083

MILWAUKEE PRINTING PRESSMEN & ASSISTANTS UNION LOCAL #7 HEALTH & WELFARE FUND