Mechanical Contractors UA Local 119 Welfare Plan (EIN 636053187) - 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

1965

Legal Domicile

Principal Officer

MJ Burnett Jr

Phone

2514785412

Tax Period

2024-07-01 to 2025-06-30

Mechanical Cont-UA LOCAL 119 HEALTH & WELFARE PLAN, founded in 1965, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2017. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $789K, a strong 26% operating margin.

Mission

Welfare Plan for Union Employees

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,215,903

Investment Income $201,557

Other Revenue $0

TOTAL REVENUE $3,417,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,845,035

Other Expenses $675,001

TOTAL EXPENSES $3,845,035

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,417,460	$3,042,918	+0.1%
Expenses	$3,845,035	$2,619,931	+0.5%
Net Income	$-427,575	$422,987	-2.0%

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
Mark J Burnett Jr	Trustee	2.00	Director	$0	$0	$0
Steve Ridgeway	Trustee	2.00	Director	$0	$0	$0
Colin O'Shea	Trustee	2.00	Director	$0	$0	$0
J Bradley Donaghey	Trustee	2.00	Director	$0	$0	$0
Bob Clapper	Trustee	2.00	Director	$0	$0	$0
Kenneth W Todd	Trustee	2.00	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
2025	$3,417,460	$3,845,035	$4,779,135	$-427,575
2024	$3,042,918	$2,619,931	$5,206,613	$422,987
2023	$2,717,696	$3,011,342	$4,798,945	$-293,646
2022	$2,564,337	$2,982,816	$5,052,319	$-418,479
2021	$2,529,855	$3,358,111	$5,519,959	$-828,256
2020	$3,117,903	$3,037,488	$6,400,654	$80,415
2018	$3,007,984	$2,219,131	$6,121,706	$788,853

Mechanical Contractors UA Local 119 Welfare Plan