UA Local 467 Health and Welfare Trust Fund (EIN 946415220) - 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

1952

Legal Domicile

Principal Officer

MARK BURRI

Phone

4082884400

Tax Period

2023-01-01 to 2023-12-31

UA Local 467 Health and Welfare Trust Fund, founded in 1952, is a mid-sized nonprofit that reported $39.0M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $34.9M left a modest 10% surplus.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.

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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 $37,865,886

Investment Income $1,134,250

Other Revenue $0

TOTAL REVENUE $39,000,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $907,108

TOTAL EXPENSES $34,930,153

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,000,136	$35,568,695	+0.1%
Expenses	$34,930,153	$26,656,561	+0.3%
Net Income	$4,069,983	$8,912,134	-0.5%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BURRI	CHAIRMAN	5.0	Director	$0	$0	$0
PETE DUFAULT	TRUSTEE	5.0	Director	$0	$0	$0
GARY SAUNDERS	TRUSTEE	5.0	Director	$0	$0	$0
ERIC TASSIO	TRUSTEE	5.0	Director	$0	$0	$0
ALEX HALL	TRUSTEE	5.0	Director	$0	$0	$0
RON BELLANTI	TRUSTEE	5.0	Director	$0	$0	$0
MICHAEL VLAMING	TRUSTEE	5.0	Director	$0	$0	$0
KEN WESTPHAL	TRUSTEE	5.0	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
2024	No data	No data	No data	No data
2023	$39,000,136	$34,930,153	$66,925,201	$4,069,983
2022	$35,568,695	$26,656,561	$59,271,196	$8,912,134
2021	$34,021,536	$35,239,769	$57,950,683	$-1,218,233
2020	$31,092,803	$30,535,903	$55,466,981	$556,900
2020	$31,093,843	$28,789,169	$54,606,445	$2,304,674
2019	$34,047,497	$32,284,847	$51,270,368	$1,762,650
2018	$32,254,358	$31,288,398	$44,819,630	$965,960

UA Local 467 Health and Welfare Trust Fund