UAPP LOCAL 142 BENEFITS PLAN (EIN 746183181) - 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

1961

Legal Domicile

Principal Officer

TRINO BALTAZAR

Phone

8664342200

Tax Period

2024-07-01 to 2025-06-30

UAPP LOCAL 142 BENEFITS PLAN, founded in 1961, is a mid-sized nonprofit that reported $17.2M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 19% operating margin.

Mission

PROVIDE HEALTH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $13,789,901

Investment Income $1,690,512

Other Revenue $1,753,251

TOTAL REVENUE $17,233,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,348,317

Other Expenses $3,506,110

TOTAL EXPENSES $13,973,008

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,233,664	$14,158,782	+0.2%
Expenses	$13,973,008	$11,006,307	+0.3%
Net Income	$3,260,656	$3,152,475	+0.0%

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
KYLE PENNINGTON	TRUSTEE	2.00	Director	$0	$0	$0
TRINO BALAZAR	SECRETARY	4.00	Director	$0	$0	$0
STONEY GLASS	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS SOLIS	TRUSTEE	4.00	Director	$0	$0	$0
FABIAN GONZALES	TRUSTEE	2.00	Director	$0	$0	$0
COREY HACKER	TRUSTEE	2.00	Director	$0	$0	$0
ABEL LEDEZMA	TRUSTEE	2.00	Director	$0	$0	$0
OSCAR GARZA	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	$17,233,664	$13,973,008	$39,087,644	$3,260,656
2024	No data	No data	No data	No data
2023	$11,176,550	$10,696,853	$29,293,031	$479,697
2022	$12,208,097	$7,856,148	$26,707,243	$4,351,949
2021	$10,861,656	$6,733,274	$25,968,149	$4,128,382
2020	$11,728,151	$6,876,498	$21,742,324	$4,851,653
2019	$11,154,686	$6,357,000	$16,984,630	$4,797,686
2018	$11,126,215	$8,010,103	$12,230,536	$3,116,112

UAPP LOCAL 142 BENEFITS PLAN