ATU LOCAL 726 BENEFITS FUND (EIN 472966444) - 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

2015

Legal Domicile

Principal Officer

THOMAS MASON

Phone

7189678930

Tax Period

2023-01-01 to 2023-12-31

ATU LOCAL 726 BENEFITS FUND, founded in 2015, is a community nonprofit in the Mutual Benefit sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

TO PROVIDE 501(C)(9)BENEFITS TO ATU LOCAL 726 BENEFIT FUND PARTICIANTS. BENEFITS INCLUDE DENTAL, VISION AND LIFE INSURANCE

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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 $1,402,525

Investment Income $17,341

Other Revenue $0

TOTAL REVENUE $1,419,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $210,866

TOTAL EXPENSES $1,532,846

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,419,866	$1,536,342	-0.1%
Expenses	$1,532,846	$1,443,562	+0.1%
Net Income	$-112,980	$92,780	-2.2%

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
DANIEL CASSELLA	TRUSTEE	0.50	Director	$0	$0	$0
THOMAS CARNEY	TRUSTEE	0.50	Director	$0	$0	$0
THOMAS MASON	TRUSTEE	0.50	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	$1,419,866	$1,532,846	$1,212,667	$-112,980
2022	$1,536,342	$1,443,562	$1,362,403	$92,780
2021	$1,268,627	$1,300,624	$1,064,880	$-31,997
2020	$1,295,721	$1,206,182	$1,087,833	$89,539
2019	$1,315,146	$1,287,838	$1,004,777	$27,308
2018	$1,563,848	$1,082,299	$991,225	$481,549

ATU LOCAL 726 BENEFITS FUND