MUTUAL AID PLAN FOR UPS PILOTS (EIN 611165849) - 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

1989

Legal Domicile

Principal Officer

DANIEL BRADLEY

Phone

5029680341

Tax Period

2023-11-01 to 2024-10-31

MUTUAL AID PLAN FOR UPS PILOTS, founded in 1989, is a community nonprofit that reported $7.0M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

TO PROVIDE FINANCIAL AID TO MEMBERS WHO HAVE EXPERIENCED A LOSS OF INCOME, THROUGH SICKNESS OR PHYSICAL DISABILITY, WHILE EMPLOYED BY UNITED PARCEL SERVICE CO.

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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 $6,457,630

Investment Income $502,293

Other Revenue $0

TOTAL REVENUE $6,959,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $157,190

TOTAL EXPENSES $7,020,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,959,923	$7,685,050	-0.1%
Expenses	$7,020,819	$7,608,770	-0.1%
Net Income	$-60,896	$76,280	-1.8%

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
TIMOTHY REYNOLDS	TRUSTEE	1.00	Director	$0	$0	$0
MARK LUND	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL BRADLEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARC SALLEE	TRUSTEE	1.00	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	$6,959,923	$7,020,819	$10,612,890	$-60,896
2023	$7,685,050	$7,608,770	$9,322,070	$76,280
2022	$7,064,967	$5,577,463	$9,057,525	$1,487,504
2021	$5,916,762	$5,530,867	$8,595,156	$385,895
2020	$4,154,739	$3,964,451	$8,048,039	$190,288

MUTUAL AID PLAN FOR UPS PILOTS