ALASKA PIPE TRADES UA LOCAL 367 HEALTH & WELLNESS TRUST (EIN 920035263) - 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

1960

Legal Domicile

Principal Officer

AARON PLIKAT

Phone

2062163476

Tax Period

2023-01-01 to 2023-12-31

ALASKA PIPE TRADES UA LOCAL 367 HEALTH & WELLNESS TRUST, founded in 1960, is a mid-sized nonprofit that reported $10.7M in total revenue in fiscal year 2023. Expenses of $10.1M left a modest 5% surplus.

Mission

TO PROVIDE HEALTH AND SECURITY BENEFITS TO QUALIFIED PARTICIPANTS OF THE PLAN.

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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 $10,303,130

Investment Income $388,905

Other Revenue $0

TOTAL REVENUE $10,692,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $637,548

TOTAL EXPENSES $10,115,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,692,035	$9,970,137	+0.1%
Expenses	$10,115,023	$11,199,536	-0.1%
Net Income	$577,012	$-1,229,399	-1.5%

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

$192,104

Total Directors

$451,798

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON PLIKAT	CHAIRMAN	1.00	Officer Director	$0	$79,596	$192,104
KEVIN CAREY	SECRETARY	1.00	Officer Director	$0	$0	$0
EVERETT COLLINS III	UNION TRUSTEE	1.00	Director	$0	$76,946	$178,317
PETE NOLFI	UNION TRUSTEE	1.00	Director	$0	$0	$0
BRADLEY AUSTIN	UNION TRUSTEE	1.00	Director	$0	$13,000	$81,377
BILL GOODALE	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
STEVE COX	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
BRYAN HUWE	MANAGEMENT TRUSTEE	1.00	Director	$0	$0	$0
BRIAN ULZ	MANAGEMENT TRUSTEE (OUTGOING)	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	No data	No data	No data	No data
2023	$10,692,035	$10,115,023	$16,284,946	$577,012
2022	$9,970,137	$11,199,536	$15,487,653	$-1,229,399
2021	$9,664,207	$8,955,613	$18,949,881	$708,594
2020	$9,831,825	$8,389,229	$17,147,748	$1,442,596
2019	$10,203,994	$7,571,613	$14,931,707	$2,632,381
2018	$10,856,351	$8,149,955	$11,822,605	$2,706,396

ALASKA PIPE TRADES UA LOCAL 367 HEALTH & WELLNESS TRUST