UAW RETIREES HEALTH CARE TRUST

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Phone

2028570620

Tax Period

2023-01-01 to 2023-12-31

UAW RETIREES HEALTH CARE TRUST, founded in 2015, is a community nonprofit in the Mutual Benefit sector that reported $9.8M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $19.9M exceeded revenue, resulting in a 103% operating deficit.

Mission

TO HELP FUND CERTAIN BENEFITS PROVIDED TO ELIGIBLE RETIRED EMPLOYEES OF THE INTERNATIONAL UNION, UNITED AUTOMOBILE, AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA (UAW), AND OTHER ELIGIBLE INDIVIDUALS.

Program Service Accomplishments

Program 1

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $728,111

Investment Income $9,037,785

Other Revenue $0

TOTAL REVENUE $9,765,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,313

Fundraising Expenses $0

Other Expenses $2,587,289

TOTAL EXPENSES $19,856,352

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,765,896	$11,275,375	-0.1%
Expenses	$19,856,352	$17,102,014	+0.2%
Net Income	$-10,090,456	$-5,826,639	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$408,878

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RENEE TURNER-BAILEY	COMMITTEE MEMBER	1.00	Director	$0	$2,786	$159,733
SCOTT ANDREWS	COMMITTEE MEMBER	1.00	Director	$17,393	$169	$88,251
JANICE CARUSO	COMMITTEE MEMBER	1.00	Director	$18,635	$25	$60,386
JAMES L KING	COMMITTEE MEMBER	1.00	Director	$18,635	$0	$18,635
GARY PETRONI	COMMITTEE MEMBER	1.00	Director	$18,635	$0	$18,635
JESSICA GUBING	COMMITTEE MEMBER	1.00	Director	$18,635	$0	$18,635
GARY B MANN	COMMITTEE MEMBER	1.00	Director	$21,635	$0	$21,635
FRANCINE PARKER	CHAIRPERSON	1.00	Director	$22,968	$0	$22,968
N/A	INSTITUTIONAL TRUSTEE	1.00		$7,589	$0	$7,589

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	$9,765,896	$19,856,352	$421,563,386	$-10,090,456
2022	$11,275,375	$17,102,014	$394,862,366	$-5,826,639
2021	$16,855,371	$17,160,735	$461,032,982	$-305,364
2020	$13,254,841	$16,095,578	$442,097,842	$-2,840,737
2019	$11,361,476	$16,312,904	$415,019,451	$-4,951,428
2018	$46,557,954	$15,877,241	$379,183,947	$30,680,713