MILLWRIGHT LOCAL & TECHNICAL ENGINEERS LU 2158 JATC (EIN 426231127) - 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

GREG MULHERIN

Phone

5633322158

Tax Period

2019-01-01 to 2019-10-31

MILLWRIGHT LOCAL & TECHNICAL ENGINEERS LU 2158 JATC, founded in 1968, is a small nonprofit that reported $657K in total revenue in fiscal year 2019. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $729K exceeded revenue, resulting in a 11% operating deficit.

Mission

EDUCATION & TRAINING OF INDIVIDUALS.

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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 $18,387

Program Service Revenue $529,178

Investment Income $28,239

Other Revenue $80,897

TOTAL REVENUE $656,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $392,876

Fundraising Expenses $0

Program Expenses $395,274

Other Expenses $336,247

TOTAL EXPENSES $729,123

Year-over-Year Comparison

	2019	2018	Change
Revenue	$656,701	$870,614	-0.2%
Expenses	$729,123	$915,377	-0.2%
Net Income	$-72,422	$-44,763	+0.6%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG MULHERIN	CHAIRMAN - PAST	3.00	Director	$0	$0	$0
DAVID FOY	SEC./TREASURER - PAST	5.00	Director	$0	$0	$0
ROBERT ST CLAIR	TRUSTEE - PAST	3.00	Director	$0	$0	$0
MICK MCALISTER	TRUSTEE - PAST	3.00	Director	$0	$0	$0
TOM KECK	TRUSTEE - PAST	3.00	Director	$0	$0	$0
JAMES BARK	TRUSTEE - PAST	3.00	Director	$0	$0	$0
DEREK MCCLAIN	TRUSTEE - PAST	3.00	Director	$0	$0	$0
BRIAN HENECKE	TRUSTEE - PAST	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
2019	$656,701	$729,123	No data	$-72,422

MILLWRIGHT LOCAL & TECHNICAL ENGINEERS LU 2158 JATC