IUPAT DISTRICT COUNCIL 78 LABOR-MANAGEMENT FUND (EIN 823575916) - 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

2018

Legal Domicile

Principal Officer

RICHARD JONES

Phone

4078523977

Tax Period

2022-01-01 to 2022-12-31

IUPAT DISTRICT COUNCIL 78 LABOR-MANAGEMENT FUND, founded in 2018, is a small nonprofit in the Mutual Benefit sector that reported $217K in total revenue in fiscal year 2022. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $92K, a strong 43% operating margin.

Mission

TO IMPROVE COMMUNCIATION BETWEEN LABOR AND MANAGEMENT AND TO PROVIDE OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATION EFFECTIVENESS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $20,000

Program Service Revenue $185,334

Investment Income $0

Other Revenue $11,680

TOTAL REVENUE $217,014

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $1,500

Fundraising Expenses $0

Other Expenses $119,193

TOTAL EXPENSES $124,693

Year-over-Year Comparison

	2022	2021	Change
Revenue	$217,014	$167,246	+0.3%
Expenses	$124,693	$31,122	+3.0%
Net Income	$92,321	$136,124	-0.3%

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
WALTER ILCZYSZYN	TRUSTEE	1.00	Director	$0	$0	$0
NIK MANIAS	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE WOHL	TRUSTEE	1.00	Director	$0	$0	$0
ALEX VARGAS	TRUSTEE	1.00	Director	$0	$0	$0
KYLE HOUGH	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD JONES	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
2022	$217,014	$124,693	$268,988	$92,321

IUPAT DISTRICT COUNCIL 78 LABOR-MANAGEMENT FUND