UA LOCAL 350 RETIREE HEALTH AND WELFARE PLAN (EIN 810754804) - 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

2014

Legal Domicile

Principal Officer

CRAIG MADOLE

Phone

7758267200

Tax Period

2023-09-01 to 2024-08-31

UA LOCAL 350 RETIREE HEALTH AND WELFARE PLAN, founded in 2014, is a small nonprofit in the Mutual Benefit sector that reported $235K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $284K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR THE PLAN'S ELIGIBLE PARTICIPANTS.

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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 $192,185

Investment Income $42,844

Other Revenue $0

TOTAL REVENUE $235,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $257,819

TOTAL EXPENSES $283,985

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,029	$207,899	+0.1%
Expenses	$283,985	$151,043	+0.9%
Net Income	$-48,956	$56,856	-1.9%

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

$224,297

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KALANI KANEKOA	CHAIRMAN	1.00	Director	$0	$0	$224,297
CRAIG MADOLE	CO-CHAIRMAN	1.00	Director	$0	$0	$0
MICHAEL SCOLARI	TRUSTEE	1.00	Director	$0	$0	$0
CHUCK BEAUPRE	TRUSTEE	1.00	Director	$0	$0	$0
BOB GARDNER	TRUSTEE	1.00	Director	$0	$0	$0
CAMERON CHAMBERLAIN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW MALDONADO	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	$235,029	$283,985	$1,043,916	$-48,956
2023	$207,899	$151,043	$1,037,582	$56,856
2022	$167,728	$103,193	$967,205	$64,535
2021	$167,940	$130,650	$993,121	$37,290
2020	$180,621	$95,888	$909,470	$84,733
2019	$176,116	$85,562	$785,635	$90,554
2018	$236,562	$100,842	$681,341	$135,720

UA LOCAL 350 RETIREE HEALTH AND WELFARE PLAN