UPPER MIDWEST LABOR MANAGEMENT HEALTH CARE COALITI (EIN 411997495) - 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

2000

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

UPPER MIDWEST LABOR MANAGEMENT HEALTH CARE COALITI, founded in 2000, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2023. The organization ran a surplus of $3.2M, a strong 93% operating margin.

Mission

TO PROVIDE LABOR AND MANAGEMENT ORGANIZATIONS, MOSTLY TAFT HARTLEY FUNDS, WITH BETTER HEALTH CARE THROUGH INNOVATIVE BEST IN CLASS VALUE PURCHASING PROGRAM OPTIONS, ACTIVE ROLE IN EDUCATIONAL PROGRAMS, AND ADVOCATING HEALTH CARE POLICIES.

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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 $3,305,839

Investment Income $85,332

Other Revenue $0

TOTAL REVENUE $3,391,171

Expense Breakdown

Grants Paid $0

Salaries & Benefits $169,132

Fundraising Expenses $0

Program Expenses $235,167

Other Expenses $66,035

TOTAL EXPENSES $235,167

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,391,171	$3,404,687	0.0%
Expenses	$235,167	$186,241	+0.3%
Net Income	$3,156,004	$3,218,446	0.0%

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

$157,343

Total Directors

$157,343

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD HUBER	EXECUTIVE DIRECTOR	40.00	Officer Director	$153,552	$3,791	$157,343
SANDRA ERKKILA	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
BRIAN GULLICKSON	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
TIM HOUSE	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
JOAN BRAUN	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
TRACE BENSON	CO-CHAIR	1.00	Officer Director	$0	$0	$0
MIKE DEBUCK	CO-CHAIR	1.00	Officer 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	$3,391,171	$235,167	$6,647,155	$3,156,004
2022	$3,404,687	$186,241	$3,495,456	$3,218,446
2021	$208,244	$162,917	$280,148	$45,327
2020	$216,920	$359,003	$245,934	$-142,083
2019	$242,842	$349,714	$232,318	$-106,872
2018	$295,223	$362,732	$348,550	$-67,509

UPPER MIDWEST LABOR MANAGEMENT HEALTH CARE COALITI