UA LOCAL 38 HEALTH REIMBURSEMENT ARRANGEMENT PLAN

EIN: 941285319

SAN FRANCISCO, CA

Total Revenue
$843,626
Total Expenses
$197,842
Total Assets
$670,097
Net Assets
$645,784
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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
2024
Legal Domicile
CA
Principal Officer
LARRY MAZZOLA JR
Phone
4156262000
Tax Period
2024-07-01 to 2025-06-30

UA LOCAL 38 HEALTH REIMBURSEMENT ARRANGEMENT PLAN, founded in 2024, is a small nonprofit that reported $844K in total revenue in fiscal year 2024. The organization ran a surplus of $646K, a strong 77% operating margin.

Mission

TO PROVIDE QUALIFIED MEDICAL EXPENSE REIMBURSEMENT BENEFITS IN ACCORDANCE WITH TERMS OF THE COLLECTIVE BARGANING AGREEMENT TO PARTICIPANTS MEETING CERTAIN ELIGIBILITY REQUIREMENTS IN THIS MULTIEMPLOYER PLAN.

Program Service Accomplishments

Program 1

PROVIDED QUALIFIED MEDICAL EXPENSE REIMBURSEMENT BENEFITS IN ACCORDANCE WITH TERMS OF THE COLLECTIVE BARGANING AGREEMENT TO PARTICIPANTS MEETING CERTAIN ELIGIBILITY REQUIREMENTS IN THIS MULTIEMPLOYER...

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PROVIDED QUALIFIED MEDICAL EXPENSE REIMBURSEMENT BENEFITS IN ACCORDANCE WITH TERMS OF THE COLLECTIVE BARGANING AGREEMENT TO PARTICIPANTS MEETING CERTAIN ELIGIBILITY REQUIREMENTS IN THIS MULTIEMPLOYER 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $843,626
Investment Income $0
Other Revenue $0
TOTAL REVENUE $843,626

Expense Breakdown

Grants Paid $0
Salaries & Benefits $25,100
Fundraising Expenses $0
Other Expenses $79,558
TOTAL EXPENSES $197,842

Year-over-Year Comparison

2024 2023 Change
Revenue $843,626 N/A N/A
Expenses $197,842 N/A N/A
Net Income $645,784 $0 N/A
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

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Governance

Voting Members
11
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
4
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Robert E Buckley Jr Trustee 0.1
Director
$0 $0 $0
Armand Kilijian Treasurer 0.1
Officer Director
$0 $0 $0
Fred Nurisso CO-Chairman 0.1
Officer Director
$0 $0 $0
Larry Mazzola Jr Chairman 0.1
Officer Director
$0 $0 $0
Bill Blackwell Trustee 0.1
Director
$0 $0 $0
Frank Reardon Secretary 0.1
Officer Director
$0 $0 $0
John Chiarenza Trustee 0.1
Director
$0 $0 $0
Tony Guzzetta Trustee 0.1
Director
$0 $0 $0
RJ Ferrari trustee 0.1
Director
$0 $0 $0
ALEX HALL TRUSTEE 0.1
Director
$0 $0 $0
KEVIN CARACCIOLO TRUSTEE 0.1
Director
$0 $0 $0
JOHN CORSO ALTERNATE TRUSTEE 0.1
Director
$0 $0 $0
MICHAEL BUCKLEY TRUSTEE - TERM.5/2/25 0.1
Director
$0 $0 $0
SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0
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 $843,626 $197,842 $670,097 $645,784
2024 $39,311,267 $43,437,870 $14,229,826 $-4,126,603
2023 $38,902,396 $40,338,519 $16,385,220 $-1,436,123
2022 $33,014,517 $34,966,226 $15,591,322 $-1,951,709
2021 $38,047,846 $37,539,403 $20,237,223 $508,443
2020 $41,578,463 $41,489,338 $22,495,260 $89,125
2019 $43,928,076 $41,439,146 $23,639,223 $2,488,930
2018 $38,445,983 $36,913,751 $19,534,891 $1,532,232
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