RESEARCH DEVELOPMENT AND TECHNICAL EMPLOYEES' UNION (EIN 042256788) - 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

Principal Officer

WILLIAM GIBBS

Phone

7816437300

Tax Period

2024-03-01 to 2025-02-28

RESEARCH DEVELOPMENT AND TECHNICAL EMPLOYEES' UNION is a small nonprofit that reported $358K in total revenue in fiscal year 2024.

Mission

IMPROVE LABOR & MANAGEMENT RELATIONS

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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 $338,705

Investment Income $18,876

Other Revenue $0

TOTAL REVENUE $357,581

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $192,225

Fundraising Expenses $0

Program Expenses $341,663

Other Expenses $156,512

TOTAL EXPENSES $357,658

Year-over-Year Comparison

	2024	2023	Change
Revenue	$357,581	$332,179	+0.1%
Expenses	$357,658	$389,087	-0.1%
Net Income	$-77	$-56,908	-1.0%

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

648

Independent Members

648

Employees

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

$126,164

Total Directors

$43,064

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER SHIELDS	TREASURER	5.00	Officer	$37,794	$0	$37,794
DENISE HOLOHAN	SECRETARY	5.00	Officer	$32,756	$0	$32,756
WILLIAM GIBBS	PRESIDENT	5.00	Officer	$29,824	$0	$29,824
JOHN RYAN COLLINS	VICE - PRESI	5.00	Officer	$25,790	$0	$25,790
ROBERT BRUSO	EXECUTIVE BO	1.00	Director	$7,322	$0	$7,322
FELICITAS MALCOLM WILLIAMS	EXECUTIVE BO	1.00	Director	$6,497	$0	$6,497
KEVIN HOXIE	EXECUTIVE BO	1.00	Director	$5,880	$0	$5,880
JAMES PATTERSON	EXECUTIVE BO	1.00	Director	$5,615	$0	$5,615
ALEX VIANA	EXECUTIVE BO	1.00	Director	$4,934	$0	$4,934
JAMES MORIN	EXECUTIVE BO	1.00	Director	$4,687	$0	$4,687
AARON GURNEY	EXECUTIVE BO	1.00	Director	$4,497	$0	$4,497
PAUL SHEPTER	EXECUTIVE BO	1.00	Director	$3,632	$0	$3,632

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
2026	No data	No data	No data	No data
2025	$357,581	$357,658	$864,773	$-77
2024	$332,179	$389,087	$869,900	$-56,908
2023	$309,734	$255,757	$928,871	$53,977
2022	$313,513	$299,780	$886,261	$13,733
2021	$335,663	$267,359	$876,879	$68,304
2020	$346,229	$325,755	$820,903	$20,474
2019	$338,502	$295,821	$808,040	$42,681

RESEARCH DEVELOPMENT AND TECHNICAL EMPLOYEES' UNION