AMALGAMATED UNION LOCAL 1 NOITU (EIN 111738437) - 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

1958

Legal Domicile

Principal Officer

GERARD A JONES

Phone

7182913434

Tax Period

2022-07-01 to 2023-06-30

AMALGAMATED UNION LOCAL 1 NOITU, founded in 1958, is a small nonprofit in the Employment sector that reported $415K in total revenue in fiscal year 2022. Net assets of $5.9M represent 170 months of operating reserves.

Mission

THE AMALGAMATED UNION LOCAL 1, N.O.I.T.U. IS A LABOR UNION PROVIDING COLLECTIVE BARGAINING REPRESENTATION TO BARGAINING UNIT EMPLOYEES IN COVERED TRADES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $323,506

Investment Income $91,105

Other Revenue $0

TOTAL REVENUE $414,611

Expense Breakdown

Grants Paid $0

Salaries & Benefits $307,182

Fundraising Expenses $0

Other Expenses $114,184

TOTAL EXPENSES $421,366

Year-over-Year Comparison

	2022	2021	Change
Revenue	$414,611	$401,067	+0.0%
Expenses	$421,366	$345,966	+0.2%
Net Income	$-6,755	$55,101	-1.1%

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

$1,690,304

Total Directors

$225,161

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLOS RODRIGUEZ	TRUSTEE	2.00	Director	$14,246	$70,063	$225,011
KELVIN WARD	TRUSTEE (FORMER)	1.00	Director	$150	$0	$150
BRIAN PEPPER	SECRETARY-TREASURER	4.00	Officer	$24,652	$70,257	$250,843
GERARD JONES	PRESIDENT	4.00	Officer	$64,023	$87,688	$531,673
MICHAEL JONES	VICE PRESIDENT	4.00	Officer	$32,841	$92,759	$334,936
MIGUEL CHALAS	RECORD & CORRES SECRETARY	7.00	Officer	$25,108	$70,807	$191,336
PEDRO PACHECO	PRESIDENT (FORMER)	3.00	Officer	$79,953	$77,695	$381,516

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$414,611	$421,366	$6,180,798	$-6,755
2022	$401,067	$345,966	$5,602,210	$55,101
2021	$595,748	$456,579	$6,143,093	$139,169
2020	$469,887	$871,510	$5,881,213	$-401,623
2019	$473,429	$384,226	$5,631,336	$89,203

AMALGAMATED UNION LOCAL 1 NOITU