WORKERS UNITED LOCAL 50

EIN: 201601433

Anaheim, CA

Total Revenue
$3,000,943
Total Expenses
$2,815,088
Total Assets
$8,130,789
Net Assets
$7,971,854
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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
CA
Principal Officer
PHIL ZUBIATE
Phone
7145020220
Tax Period
2023-01-01 to 2023-12-31

WORKERS UNITED LOCAL 50, founded in 2004, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.8M left a modest 6% surplus.

Mission

The Local Union issued 2 1,000 scholarships to members in good standing or to their dependents who are enrolled at any accredited college, university or specialized school, and completed an application set by the local union.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,930,623
Investment Income $53,745
Other Revenue $16,575
TOTAL REVENUE $3,000,943

Expense Breakdown

Grants Paid $15,000
Salaries & Benefits $1,001,696
Fundraising Expenses $0
Other Expenses $1,770,663
TOTAL EXPENSES $2,815,088

Year-over-Year Comparison

2023 2022 Change
Revenue $3,000,943 $2,749,220 +0.1%
Expenses $2,815,088 $2,139,818 +0.3%
Net Income $185,855 $609,402 -0.7%
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

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Governance

Voting Members
14
Independent Members
14
Employees
59
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
16
$484,109
Total Directors
16
$484,109
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANGEL ESPARZA PRESIDENT 040.00
Officer Director
$122,308 $0 $122,308
CHRISTOPHER DUARTE VICE PRESIDENT 040.00
Officer Director
$121,151 $0 $121,151
CHRISTOPHER SHIVELY TREASURER 007.00
Officer Director
$66,201 $0 $66,201
ISREAL GUZMAN ORTIZ EXEC. BOARD 040.00
Officer Director
$62,658 $0 $62,658
MATTHEW GRENERT VICE PRESIDENT 007.00
Officer Director
$25,624 $0 $25,624
MITCHELL SECHREST EXEC. BOARD 002.00
Officer Director
$11,674 $0 $11,674
CASSANDRA LAYNE BROWN SECRETARY 007.00
Officer Director
$11,308 $0 $11,308
JOSEPH WIMBISH EXEC. BOARD 002.00
Officer Director
$10,098 $0 $10,098
MARITZA CARRANZA EXEC. BOARD 002.00
Officer Director
$9,037 $0 $9,037
ADRIAN DAVIS EXEC. BOARD 002.00
Officer Director
$7,525 $0 $7,525
EDWARD ISAAC GARZA EXEC. BOARD 002.00
Officer Director
$7,286 $0 $7,286
MIGUEL BELLO EXEC. BOARD 002.00
Officer Director
$7,092 $0 $7,092
LARRY HERNANDEZ EXEC. BOARD 002.00
Officer Director
$6,648 $0 $6,648
VIRGINIA AGUIRRE VARGAS EXEC. BOARD 002.00
Officer Director
$5,616 $0 $5,616
GRACE TORRES EXEC BOARD 002.00
Officer Director
$5,451 $0 $5,451
DALIA MENDEZ EXEC. BOARD 002.00
Officer Director
$4,432 $0 $4,432
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 $3,000,943 $2,815,088 $8,130,789 $185,855
2022 $2,749,220 $2,139,818 $7,466,741 $609,402
2021 $1,656,846 $1,403,980 $6,239,194 $252,866
2020 $1,020,717 $1,168,060 $5,476,215 $-147,343
2019 $2,609,422 $2,652,314 $6,376,377 $-42,892
2018 $2,438,892 $2,500,389 $6,405,599 $-61,497
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