UAW - LEAR RETIREE HEALTH CARE PLAN (EIN 412260347) - 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

2005

Legal Domicile

Principal Officer

MICHAEL E WETZEL

Phone

3132229114

Tax Period

2023-01-01 to 2023-12-31

UAW - LEAR RETIREE HEALTH CARE PLAN, founded in 2005, is a micro nonprofit in the Mutual Benefit sector that reported $99K in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. Expenses of $85K left a modest 14% surplus.

Mission

PROVIDE RETIREMENT HEALTH CARE BENEFITS TO UAW LEAR RETIREES OF THE LEAR ROMULUS PLANT.

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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 $0

Investment Income $98,739

Other Revenue $0

TOTAL REVENUE $98,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,278

Fundraising Expenses $0

Program Expenses $85,212

Other Expenses $625

TOTAL EXPENSES $85,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,739	$54,205	+0.8%
Expenses	$85,212	$83,084	+0.0%
Net Income	$13,527	$-28,879	-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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK VAN HEUKELOM	JOINT COMMITTEE MEMBER	N/A	Director	$0	$0	$0
SARAH DOYLE	JOINT COMMITTEE MEMBER	N/A	Director	$0	$0	$0
JOE RUPKOWSKI	JOINT COMMITTEE MEMBER	N/A	Director	$0	$0	$0
JOSEPH CARDONA	JOINT COMMITTEE MEMBER	N/A	Director	$0	$0	$0
PETER CAMARATA	JOINT COMMITTEE MEMBER	N/A	Director	$0	$0	$0
ROBERT MURRI	JOINT COMMITTEE MEMBER	N/A	Director	$0	$0	$0
ZACHERY ADAMS	JOINT COMMITTEE MEMBER	N/A	Director	$0	$0	$0
ROBERT EVANS	JOINT COMMITTEE MEMBER	N/A	Director	$0	$0	$0
N/A	TRUSTEE	N/A		$19,272	$0	$19,272

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	$98,739	$85,212	$1,769,711	$13,527
2022	$54,205	$83,084	$1,760,968	$-28,879
2021	$79,387	$86,515	$1,790,160	$-7,128
2020	$74,789	$79,043	$1,796,976	$-4,254
2018	$427,560	$128,729	$1,771,048	$298,831

UAW - LEAR RETIREE HEALTH CARE PLAN