UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN TRUST (EIN 814920943) - 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

2017

Legal Domicile

Principal Officer

DOLORES GALEA

Phone

3132028100

Tax Period

2023-01-01 to 2023-12-31

UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN TRUST, founded in 2017, is a mid-sized nonprofit in the Mutual Benefit sector that reported $14.0M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

FOR THE DURATION OF THE CURRENT COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE INTERNATIONAL UNION, UNITED AUTOMOBILE, AEROSPACE, AND AGRICULTURAL IMPLEMENT WORKERS OF AMERICA (THE "UAW") AND FCA US LLC ("FCA"), FORD MOTOR COMPANY ("FORD"), AND GENERAL MOTORS LLC ("GM"), THE UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN (THE "PLAN") PROVIDES LEGAL SERVICE BENEFITS, WHICH ARE WELFARE BENEFITS UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED ("ERISA"), TO ELIGIBLE PLAN PARTICIPANTS. THE PERSONAL LEGAL SERVICES THAT ARE MADE AVAILABLE TO MEMBERS OF THE UAW ARE: (I) "OFFICE LEGAL SERVICES" FOR CERTAIN LEGAL MATTERS, (II) A LOW-COST REFERRAL TO A COOPERATING ATTORNEY AT A REDUCED RATE, AND (III) SOCIAL SECURITY DISABILITY SERVICES FOR EMPLOYEES AND RETIREES.

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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 $13,276,148

Investment Income $684,087

Other Revenue $0

TOTAL REVENUE $13,960,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,219,379

Fundraising Expenses $0

Other Expenses $3,268,055

TOTAL EXPENSES $14,099,700

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,960,235	$12,895,411	+0.1%
Expenses	$14,099,700	$13,317,495	+0.1%
Net Income	$-139,465	$-422,084	-0.7%

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

125

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

$1,172,008

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOLORES GALEA	DIRECTOR AND	38.70	Officer	$228,213	$21,003	$249,216
HARRELL L BAILEY	CONTROLLER A	35.50	Officer	$192,005	$28,156	$220,161
STEVEN J WILLIAMS	MANAGING ATT	40.00	Officer	$172,499	$18,189	$190,688
CAROLYN BERNSTEIN	MANAGING ATT	40.00	Officer	$166,831	$17,364	$184,195
GEORGI-ANN BARGAMIAN	MEMBER COORD	40.00	Officer	$159,229	$8,755	$167,984
ABIE BAZZI	MANAGING ATT	40.00	Highest	$135,918	$31,616	$167,534
NINA SCIMEMI	ASSISTANT CO	37.20	Officer	$143,218	$16,546	$159,764
ROBERT BURRELL	MANAGING ATT	40.00	Highest	$113,090	$23,181	$136,271
WILLIAM D'AMICO	MANAGING ATT	40.00	Highest	$116,304	$7,077	$123,381
LINDA CARR	MANAGING ATT	40.00	Highest	$113,030	$15,266	$128,296
MARTIN QUINNAN	MANAGING ATT	40.00	Highest	$113,148	$23,002	$136,150
ANDREA FLUENT	TRUSTEE	0.16	Director	$0	$0	$0
NIRAJ R GANATRA	TRUSTEE	0.16	Director	$0	$0	$0
JAMIE GUST	TRUSTEE	0.25	Director	$0	$0	$0
MICHAEL HOLLAND	TRUSTEE	0.25	Director	$0	$0	$0
ALEXANDRA PEFLEY	TRUSTEE	0.25	Director	$0	$0	$0
CASSANDRA SAUNDERS	TRUSTEE	0.25	Director	$0	$0	$0
DAVID SHOEMAKER	TRUSTEE	0.16	Director	$0	$0	$0
CASANDRA SHORTRIDGE	TRUSTEE	0.16	Director	$0	$0	$0
JEFF SODKO	TRUSTEE	0.16	Director	$0	$0	$0
EDGAR TORRES	TRUSTEE	0.16	Director	$0	$0	$0
TONY VULTAGGIO	TRUSTEE	0.25	Director	$0	$0	$0
DAVID WENNER	TRUSTEE	0.25	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	No data	No data	No data	No data
2023	$13,960,235	$14,099,700	$9,489,428	$-139,465
2022	$12,895,411	$13,317,495	$9,628,893	$-422,084
2021	$13,154,154	$12,831,078	$10,050,977	$323,076
2020	$78,206	$13,247,247	$9,727,901	$-13,169,041
2019	$15,041,268	$12,690,493	$22,896,942	$2,350,775
2018	$14,859,327	$13,245,305	$20,546,167	$1,614,022

UAW-FCA-FORD-GENERAL MOTORS LEGAL SERVICES PLAN TRUST