Mantech Health & Welfare Plan (EIN 466376308) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

Julie Anna Barker

Phone

7032186000

Tax Period

2023-01-01 to 2023-12-31

MANTECH HEALTH & WELFARE PLAN, founded in 2013, is a community nonprofit in the Mutual Benefit sector that reported $1.6M in total revenue in fiscal year 2018. Revenue decreased 16% compared to the prior year.

Mission

The Trust provides fringe benefits to employees covered by the Service Contract Act. Employee benefits, including health, dental, vision, life, and short-term disability insurance and paid time off are required to meet minimum prevailing wage rates are required under the Act.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,596,745

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,596,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $278,546

TOTAL EXPENSES $2,406,465

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,596,745	$2,981,071	-0.1%
Expenses	$2,406,465	$2,981,361	-0.2%
Net Income	$190,280	$-290	-657.1%

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

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
Julie Anna Barker	Trustee	4.00	Director	$0	$0	$0
Mike Richman	Trustee	4.00	Director	$0	$0	$0
Janacina Kerr	Trustee	4.00	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	$2,596,745	$2,406,465	$261,447	$190,280
2022	$2,981,071	$2,981,361	$114,098	$-290
2021	$2,223,322	$2,227,257	$932,496	$-3,935
2020	$1,914,625	$1,826,705	$488,156	$87,920
2019	$1,690,683	$1,963,898	$61,463	$-273,215
2018	$1,646,656	$1,622,822	$529,796	$23,834

Mantech Health & Welfare Plan