UNITED FOOD & COMMERCIAL WORKERS LOCAL UNION 152 (EIN 203953178) - 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

2006

Legal Domicile

Principal Officer

DANIEL ROSS JR

Phone

6097043900

Tax Period

2025-01-01 to 2025-12-31

UNITED FOOD & COMMERCIAL WORKERS LOCAL UNION 152, founded in 2006, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2025. Expenses of $8.9M left a modest 8% surplus.

Mission

LABOR TRADE UNION REPRESENTING ITS MEMBERS WHO ARE EMPLOYED BY COMPANIES WHO HAVE COLLECTIVELY BARGAINED CONTRACTS WITH THE ENTITY ON BEHALF OF THESE SAID MEMBERS. THE MEMBERS ARE EMPLOYED IN VARIOUS INDUSTRIES. ALSO THE ENTITY CONDUCTS ONGOING PROGRAMS WITH THE GOAL OF ORGANIZING AND UNIONIZING NON-UNION COMPANIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $8,987,948

Program Service Revenue $0

Investment Income $501,990

Other Revenue $158,421

TOTAL REVENUE $9,648,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,698,732

Fundraising Expenses $0

Other Expenses $4,169,591

TOTAL EXPENSES $8,868,323

Year-over-Year Comparison

	2025	2024	Change
Revenue	$9,648,359	$9,321,790	+0.0%
Expenses	$8,868,323	$8,993,115	0.0%
Net Income	$780,036	$328,675	+1.4%

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

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

$2,323,060

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL ROSS JR	PRESIDENT	40.00	Officer	$349,826	$57,891	$407,717
DANIEL KONCYZK	SECRETARY-TREASURER	40.00	Officer	$379,458	$51,584	$431,042
LISA SANDERS	EXECUTIVE VP/RECORDER	40.00	Officer	$179,166	$32,940	$212,106
CHAD BROOKS	VP/E. BOARD/COLL BARG REP	40.00	Officer	$117,611	$49,506	$167,117
JOSE ECHEVARRIA	VP/E. BOARD/UNION REP	40.00	Officer	$109,137	$47,356	$156,493
THOMAS HARTLE	VP/E. BOARD/UNION REP	40.00	Officer	$114,635	$29,119	$143,754
MARGARET KELLY	VP/E. BOARD/DIR. OF FIELD	40.00	Officer	$110,588	$47,494	$158,082
CARY LAWSON JR	VP/E. BOARD/UNION REP	40.00	Officer	$97,228	$21,606	$118,834
DANETTE MONTES-PALMORE	VP/E. BOARD/EXEC ASSISTANT	40.00	Officer	$175,805	$51,551	$227,356
MICHAEL THOMPSON	VP/E. BOARD/DIR. OF ORG	40.00	Officer	$148,748	$27,490	$176,238
MICHAEL BENSON	VICE PRESIDENT/E. BOARD	5.00	Officer	$6,642	$0	$6,642
DAWN BERTINO	VICE PRESIDENT/E. BOARD	5.00	Officer	$6,400	$0	$6,400
PETER EVANGELIDIS	VICE PRESIDENT/E. BOARD	5.00	Officer	$6,400	$0	$6,400
MARC GARDENER	VICE PRESIDENT/E. BOARD	5.00	Officer	$6,400	$0	$6,400
HARRY GIBBS	VICE PRESIDENT/E. BOARD	5.00	Officer	$6,400	$0	$6,400
ANNAMARIE HENNIGAN	VICE PRESIDENT/ E. BOARD	5.00	Officer	$6,400	$0	$6,400
JOHN PUESI	VICE PRESIDENT/E. BOARD	5.00	Officer	$6,400	$0	$6,400
STEVE RINALDI	VICE PRESIDENT/E. BOARD	5.00	Officer	$6,400	$0	$6,400
PATRICIA WAGNER	VICE PRESIDENT/E. BOARD	5.00	Officer	$6,400	$0	$6,400
ROY WASHEL	VICE PRESIDENT/E. BOARD	5.00	Officer	$6,629	$0	$6,629
EUGENE ZEBROWSKI	VICE PRESIDENT/E. BOARD	5.00	Officer	$6,400	$0	$6,400
THOMAS WALLACE	VICE PRESIDENT/E. BOARD	5.00	Officer	$5,400	$0	$5,400
DANA BELTON	FORMER SPUR/E. BOARD	5.00	Officer	$48,050	$0	$48,050

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	$9,648,359	$8,868,323	$11,876,875	$780,036
2024	No data	No data	No data	No data
2023	$8,862,413	$8,357,607	$10,650,196	$504,806
2022	$8,038,891	$8,596,441	$9,945,094	$-557,550
2021	$9,097,690	$8,656,908	$11,004,960	$440,782
2020	$8,602,061	$8,079,928	$10,494,761	$522,133

UNITED FOOD & COMMERCIAL WORKERS LOCAL UNION 152