UTILITY WORKERS UNION OF AMERICA - LOCAL B330 (EIN 046156855) - 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

1996

Legal Domicile

Principal Officer

SHANE BENOIT

Phone

5083354876

Tax Period

2023-01-01 to 2023-12-31

UTILITY WORKERS UNION OF AMERICA - LOCAL B330, founded in 1996, is a small nonprofit that reported $242K in total revenue in fiscal year 2023. Expenses of $225K left a modest 7% surplus.

Mission

TO PROVIDE REPRESENTATION OF MEMBER THROUGH NEGOTIATED CONTRACTS FOR WAGES, WORKING CONDITIONS, SAFETY, AND SENIORITY. REGULAR MEETINGS AND SPECIAL MEETINGS ARE HELD TO REPORT TO THE EXECUTIVE BOARD. UNION ATTENDS THE NATIONAL CONVENTION EVERY OTHER YEAR.

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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 $239,408

Program Service Revenue $0

Investment Income $3,080

Other Revenue $0

TOTAL REVENUE $242,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,681

Fundraising Expenses $0

Other Expenses $189,393

TOTAL EXPENSES $225,074

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,488	$235,696	+0.0%
Expenses	$225,074	$261,337	-0.1%
Net Income	$17,414	$-25,641	-1.7%

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

Volunteers

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

$32,316

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW WELDON	PRESIDENT	5.00	Officer	$6,000	$0	$6,000
PAUL CHERRY	NATIONAL REP	5.00	Officer	$4,200	$0	$4,200
SHANE BENOIT	TREASURER	5.00	Officer	$4,200	$0	$4,200
RYAN MCCARTHY	VICE-PRESIDENT	3.00	Officer	$4,800	$0	$4,800
KARL BJORN	ARBITRATION	3.00	Officer	$2,700	$0	$2,700
BENJAMIN CORMIER	ARBITRATION	3.00	Officer	$2,700	$0	$2,700
CRAIG DUVAL	OFFICER	3.00	Officer	$3,000	$0	$3,000
CATHERINE ROGALA	SECRETARY	3.00	Officer	$4,716	$0	$4,716

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	$242,488	$225,074	$395,176	$17,414
2022	$235,696	$261,337	$377,762	$-25,641
2021	$232,977	$195,949	$403,403	$37,028
2020	$229,533	$187,314	$366,374	$42,219
2019	$231,616	$277,754	$324,155	$-46,138
2018	$229,391	$190,903	$370,292	$38,488

UTILITY WORKERS UNION OF AMERICA - LOCAL B330