UNITE HERE (EIN 133819434) - 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

2004

Legal Domicile

Principal Officer

GWENDOLYN MILLS

Phone

2122657000

Tax Period

2023-01-01 to 2023-12-31

UNITE HERE, founded in 2004, is a mid-sized nonprofit that reported $93.1M in total revenue in fiscal year 2023. Expenses of $105.5M exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROTECT THE RIGHTS OF WORKING PEOPLE THROUGHOUT THE U.S. & CANADA (SEE SCHEDULE O)

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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 $316,637

Program Service Revenue $56,066,628

Investment Income $4,848,339

Other Revenue $31,890,251

TOTAL REVENUE $93,121,855

Expense Breakdown

Grants Paid $12,275,147

Salaries & Benefits $23,974,578

Fundraising Expenses $0

Other Expenses $57,063,214

TOTAL EXPENSES $105,495,846

Year-over-Year Comparison

	2023	2022	Change
Revenue	$93,121,855	$92,146,618	+0.0%
Expenses	$105,495,846	$100,622,974	+0.0%
Net Income	$-12,373,991	$-8,476,356	+0.5%

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

Employees

280

Volunteers

4500

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

$2,258,022

Total Directors

$2,258,022

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD R TAYLOR	PRESIDENT	40.00	Officer Director	$287,430	$82,648	$370,078
GWENDOLYN MILLS	SECRETARY-TREASURER	40.00	Officer Director	$200,990	$71,280	$272,270
ENRIQUE FERNANDEZ	VP IMMIG, CIVIL RIGHTS, DIVERSITY	40.00	Officer Director	$157,102	$46,342	$203,444
SUSAN M MINATO	EXECUTIVE VICE PRESIDENT	40.00	Officer Director	$147,001	$61,007	$208,008
PHILIP J DAUGHERTY	EXECUTIVE VICE PRESIDENT	40.00	Officer Director	$169,966	$64,752	$234,718
KAREN KENT	EXECUTIVE VICE PRESIDENT	40.00	Officer Director	$123,088	$34,279	$157,367
MARLENE PATRICK-COOPER	EXECUTIVE VICE PRESIDENT	40.00	Officer Director	$107,919	$32,029	$139,948
JEREMY HAICKEN	EXECUTIVE VICE PRESIDENT	40.00	Officer Director	$94,577	$53,076	$147,653
RICH MAROKO	RECORDING SECRETARY	10.00	Officer Director	$50,276	$8,086	$58,362
CARLOS ARAMAYO	EXECUTIVE VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
BRIGETTE BROWNING	EXECUTIVE VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
NIA WINSTON	GENERAL VICE PRESIDENT	40.00	Officer Director	$28,363	$4,584	$32,947
THEODORE K PAPPAGEORGE	EXECUTIVE VICE PRESIDENT	10.00	Officer Director	$30,317	$4,861	$35,178
PAUL SCHWALB	EXECUTIVE VICE PRESIDENT	40.00	Officer Director	$149,247	$63,093	$212,340
ERIC GILL	EXECUTIVE VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JOSE MALDONADO	EXECUTIVE VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
C ROBERT MCDEVITT	EVP (THRU 4/23)/PENSION SPECIALIST	40.00	Officer Director	$101,280	$0	$101,280
WARREN PEPICELLI	EXECUTIVE VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
ANAND SINGH	EXECUTIVE VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
GULED WARSAME	EXECUTIVE VICE PRESIDENT	40.00	Officer Director	$73,105	$11,324	$84,429
ALBERT AMIRE	EXECUTIVE VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
DONNA DECAPRIO	EXECUTIVE VICE PRESIDENT (FROM 4/23)	10.00	Officer Director	$0	$0	$0
KEVIN KLINE	DIVISION DIRECTOR	40.00	Highest	$151,904	$38,698	$190,602
KURT P PETERSEN	ORGANIZING DIRECTOR	40.00	Highest	$148,545	$61,007	$209,552
RAJENDRA K VALLURU	DIR DATABASE ENG'G & DEV	40.00	Highest	$186,568	$68,828	$255,396
SCOTT COOPER	CHIEF OF STAFF	40.00	Highest	$142,815	$60,173	$202,988
DIANA S MALDONADO	DEPUTY DIRECTOR	40.00	Highest	$176,809	$58,514	$235,323
IAN ROBB	FORMER CANADIAN DIRECTOR	0.00		$127,216	$0	$127,216
JANICE LOUX	FORMER EXECUTIVE VP	0.00		$117,031	$16,282	$133,313
JO MARIE AGRIESTI	FORMER GENERAL VP	40.00		$134,662	$58,806	$193,468

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	$93,121,855	$105,495,846	$238,080,427	$-12,373,991
2022	$92,146,618	$100,622,974	$247,832,163	$-8,476,356
2021	$95,510,033	$133,461,643	$279,468,324	$-37,951,610
2020	$76,771,768	$134,717,265	$301,937,983	$-57,945,497
2019	$110,400,901	$98,688,521	$302,408,420	$11,712,380
2018	$91,944,117	$93,865,982	$279,450,081	$-1,921,865

UNITE HERE