UNITED SERVICE WORKERS UNION IUJAT NATIONAL UNION (EIN 113040611) - 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

WILLIAM SWEENEY

Phone

9292441213

Tax Period

2023-10-01 to 2024-09-30

UNITED SERVICE WORKERS UNION IUJAT NATIONAL UNION, founded in 1990, is a mid-sized nonprofit that reported $22.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $8.8M, a strong 40% operating margin.

Mission

"THE PRIMARY OBJECTIVES OF THE UNION ARE TO REPRESENT WORKERS WITH RESPECT TO WAGES, HOURS AND WORKING CONDITIONS; TO PROVIDE FOR THE CONTINUOUS EMPLOYMENT OF LABOR; TO BRING ABOUT STABLE WORKING CONDITIONS IN THE VARIOUS INDUSTRIES IN WHICH ITS MEMBERS ARE EMPLOYED; AND TO ESTABLISH PROCEDURES FOR THE AMICABLE ADJUSTMENT OF DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES."

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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 $19,679,417

Investment Income $2,568,316

Other Revenue $0

TOTAL REVENUE $22,247,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,242,872

Fundraising Expenses $0

Other Expenses $-786,982

TOTAL EXPENSES $13,455,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,247,733	$19,969,722	+0.1%
Expenses	$13,455,890	$13,599,625	0.0%
Net Income	$8,791,843	$6,370,097	+0.4%

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

$2,206,568

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI AMES	PRESIDENT	70.00	Officer	$505,602	$47,496	$553,098
JONATHAN S AMES	VICE PRESIDENT/BUSINESS AG	70.00	Officer	$307,835	$118,875	$426,710
TROY ANDERSON	TRUSTEE/BUSINESS AGENT	65.00	Officer	$308,530	$114,315	$422,845
PETER R DEVITO	TRUSTEE/BUSINESS AGENT	65.00	Officer	$294,282	$114,242	$408,524
WILLIAM SWEENEY	SECRETARY-TREASURER	65.00	Officer	$322,157	$73,234	$395,391
CHARLES SHIMKUS	BUSINESS AGENT	65.00	Highest	$321,451	$114,316	$435,767
JAMES SCAGNELLI	BUSINESS AGENT	65.00	Highest	$265,330	$206,187	$471,517
WEI MEI	ACCOUNTING	40.00	Highest	$249,839	$59,707	$309,546
JAMES MCKELVEY	ACCOUNTING	40.00	Highest	$247,474	$61,344	$308,818
KEVIN BARRY	BUSINESS AGENT	65.00	Highest	$277,896	$28,106	$306,002

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	$22,247,733	$13,455,890	$80,237,603	$8,791,843
2023	$19,969,722	$13,599,625	$68,211,430	$6,370,097
2022	$17,293,231	$13,928,112	$61,118,175	$3,365,119
2021	$17,675,685	$13,127,625	$47,947,156	$4,548,060
2020	$16,697,471	$13,102,905	$43,123,704	$3,594,566
2019	$19,413,163	$13,769,337	$36,789,781	$5,643,826
2018	$18,568,099	$14,070,235	$30,201,716	$4,497,864

UNITED SERVICE WORKERS UNION IUJAT NATIONAL UNION