Michiana Area Eletrical Workers Plan 4 Trust (EIN 821241822) - 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

Phone

5173217502

Tax Period

2024-05-01 to 2025-04-30

Michiana Area Eletrical Workers Plan 4 Trust, founded in 2017, is a community nonprofit in the Mutual Benefit sector that reported $3.2M in total revenue in fiscal year 2024. The organization ran a surplus of $1.9M, a strong 61% operating margin.

Mission

Funding provided to help offset the costs of subsidized retiree health care.

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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 $2,727,709

Investment Income $441,472

Other Revenue $392

TOTAL REVENUE $3,169,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,243,229

Other Expenses $93,883

TOTAL EXPENSES $1,243,229

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,169,573	$3,170,870	0.0%
Expenses	$1,243,229	$1,088,750	+0.1%
Net Income	$1,926,344	$2,082,120	-0.1%

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

N/A

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

$299,728

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE LEDA	TRUSTEE	1.00	Director	$0	$45,021	$155,125
JASON PIONTEK	SECRETARY	1.00	Director	$0	$43,307	$144,603
KEVIN WOODING	TRUSTEE	1.00	Director	$0	$0	$0
ROGER DOSMANN	CHAIRMAN	1.00	Director	$0	$0	$0
CHRISTOPHER GROVE	TRUSTEE	1.00	Director	$0	$0	$0
ERIC RUTKOWSKI	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
2025	$3,169,573	$1,243,229	$12,547,936	$1,926,344
2024	$3,170,870	$1,088,750	$10,273,964	$2,082,120
2023	$2,904,536	$1,021,282	$7,806,947	$1,883,254
2022	$2,734,921	$1,134,792	$6,039,613	$1,600,129
2021	$2,185,355	$1,272,101	$4,827,214	$913,254
2020	$2,445,125	$1,171,134	$3,251,901	$1,273,991
2019	$1,607,827	$412,137	$2,127,910	$1,195,690

Michiana Area Eletrical Workers Plan 4 Trust