UTILITY WORKERS UNION OF AMERICA LOCAL (EIN 061299938) - 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

1990

Legal Domicile

Principal Officer

SHELLEY ROBINSON

Phone

2032140328

Tax Period

2023-01-01 to 2023-12-31

UTILITY WORKERS UNION OF AMERICA LOCAL, founded in 1990, is a small nonprofit in the Employment sector that reported $576K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $279K, a strong 48% operating margin.

Mission

TO IMPROVE WORKING CONDITIONS OF UTILITY WORKERS, PROTECT THE ECONOMIC AND SOCIAL WELFARE OF MEMBERS AND ESTABLISH A SPIRIT OF BROTHERHOOD AMONG ITS MEMBERS.

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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 $527,804

Investment Income $9,353

Other Revenue $38,811

TOTAL REVENUE $575,968

Expense Breakdown

Grants Paid $0

Salaries & Benefits $138,030

Fundraising Expenses $0

Other Expenses $158,120

TOTAL EXPENSES $297,400

Year-over-Year Comparison

	2023	2022	Change
Revenue	$575,968	$428,122	+0.3%
Expenses	$297,400	$421,269	-0.3%
Net Income	$278,568	$6,853	+39.6%

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

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

$163,825

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDON RODRIGUEZ	VP ELECTTRICAL SYS.	2.00	Officer	$7,266	$0	$7,266
CARMINE SANTORELLI	EXEC VP	2.00	Officer	$7,506	$0	$7,506
DEANNA BALLONE	VP CCC - UI	2.00	Officer	$7,266	$0	$7,266
JOHN COOPER	V.P.	2.00	Officer	$7,146	$0	$7,146
MARC LEWANDOWSKI	PRESIDENT	10.00	Officer	$11,816	$0	$11,816
MICHAEL ESPOSITO	SGT-AT- ARMS	2.00	Officer	$2,905	$0	$2,905
MOSES RAMS	PRESIDENT/CHAIRMAN	20.00	Officer	$32,627	$0	$32,627
SCHERI WALKER-WILSON	FIN. SECRETARY	2.00	Officer	$4,507	$0	$4,507
SIOBHAN SPRINGER	V.P. CCC/EXEC. VP	10.00	Officer	$16,842	$0	$16,842
WILLIAM COLEMAN	SAFETY OFFICER	2.00	Officer	$7,942	$0	$7,942
CHRISTOPHER GARGAMELLI	SAFETY OFFICER - PSEG	2.00	Officer	$1,812	$0	$1,812
STEVEN NICHOLSON	REC. SECRETARY (P)	2.00	Officer	$4,762	$0	$4,762
ANDRE VEGA	CHIEF STEWARD	2.00	Officer	$4,496	$0	$4,496
SHAWN WILCOCK	CHIEF STEWARD	2.00	Officer	$3,292	$0	$3,292
ANTHONY ZERVOS	VP, ELECTRIC SYSTEMS II-UI	2.00	Officer	$7,266	$0	$7,266
TRACEY CARNEVALE	RECORDING SECRETARY	10.00	Officer	$11,247	$0	$11,247
CHRISTOPHER DEVANNEY	CHIEF STEWARD	2.00	Officer	$4,496	$0	$4,496
ROBERTA JONES	CHIEF STEWARD	2.00	Officer	$97	$0	$97
SHELLEY ROBINSON	TREASURER	10.00	Officer	$16,037	$0	$16,037
HAROLD WHITHINGTON	CHIEF STEWARD	2.00	Officer	$3,480	$0	$3,480
JOSEPH SCHUMACHER	REDCORDING SECRETARY	2.00	Officer	$854	$0	$854
JONATHAN GONCALVES	CHIEF STEWARD	2.00	Officer	$163	$0	$163

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	$575,968	$297,400	$601,652	$278,568
2022	$428,122	$421,269	$308,183	$6,853
2021	$453,972	$446,200	$355,158	$7,772
2020	$463,586	$379,741	$322,362	$83,845
2019	$468,372	$483,349	$218,479	$-14,977
2018	$476,651	$566,214	$212,040	$-89,563

UTILITY WORKERS UNION OF AMERICA LOCAL