ATU LOCAL 256 RETIREE HEALTH & WELFARE (EIN 680254014) - 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

1994

Legal Domicile

Principal Officer

ALFRED LEE SCOTT

Phone

9167391627

Tax Period

2023-01-01 to 2023-12-31

ATU LOCAL 256 RETIREE HEALTH & WELFARE, founded in 1994, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $973K left a modest 11% surplus.

Mission

TO ACT AS A FIDUCIARY IN HOLDING DUES COLLECTED AND DISBURSING TO RETIREES AS UNION BENEFITS.

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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 $916,953

Program Service Revenue $0

Investment Income $178,425

Other Revenue $0

TOTAL REVENUE $1,095,378

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $152,578

TOTAL EXPENSES $972,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,095,378	$939,676	+0.2%
Expenses	$972,623	$974,339	0.0%
Net Income	$122,755	$-34,663	-4.5%

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

$209,141

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRYSTAL LEE	President	1.00	Officer	$0	$26,907	$158,245
MATTHEW LUCIEN	Secretary	1.00	Officer	$0	$0	$18,783
ALFRED LEE SCOTT	Fiscal Sec	1.00	Officer	$0	$0	$18,258
ANTHONY SMITH	Vice President	1.00	Officer	$0	$0	$13,855

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	$1,095,378	$972,623	$17,843,493	$122,755
2022	$939,676	$974,339	$15,570,037	$-34,663
2021	$2,617,352	$939,981	$18,532,770	$1,677,371
2020	$1,608,549	$909,213	$16,454,301	$699,336
2019	$3,269,271	$864,991	$14,381,884	$2,404,280
2018	$1,301,980	$770,936	$11,977,604	$531,044

ATU LOCAL 256 RETIREE HEALTH & WELFARE