UTILITY WORKERS UNION OF AMERICA 375 UWUA (EIN 226091749) - 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

1948

Legal Domicile

Principal Officer

WILLIAM FOLEY

Phone

5515747037

Tax Period

2023-01-01 to 2023-12-31

UTILITY WORKERS UNION OF AMERICA 375 UWUA, founded in 1948, is a small nonprofit that reported $375K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $415K exceeded revenue, resulting in a 11% operating deficit.

Mission

IMPROVE WORKING CONDITIONS OF WORKERS

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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 $355,008

Program Service Revenue $0

Investment Income $19,632

Other Revenue $0

TOTAL REVENUE $374,640

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,468

Fundraising Expenses $0

Other Expenses $385,284

TOTAL EXPENSES $414,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$374,640	$321,247	+0.2%
Expenses	$414,752	$334,047	+0.2%
Net Income	$-40,112	$-12,800	+2.1%

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

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

$5,950

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM FOLEY	PRESIDENT	4.00	Officer	$900	$0	$900
EDWARD RUBENACKER	VP	4.00	Officer	$720	$0	$720
CHIENAN WEY	TREASURER	4.00	Officer	$840	$0	$840
SCOTT WAGNER	SARGENT AT ARMS	4.00	Officer	$450	$0	$450
CHRISTOPHER PATEL	RECORDING SECRETARY	4.00	Officer	$840	$0	$840
JAMES LAGROSA	DIVISIONAL VP	4.00	Officer	$600	$0	$600
JOHN PETERSON	DIVISIONAL VP	4.00	Officer	$100	$0	$100
MARIANO CANDELA	DIVISIONAL. VP	4.00	Officer	$600	$0	$600
ROBERT HANSEN	SARGENT AT ARMS	4.00	Officer	$150	$0	$150
DAVID ARROYO	DIVISIONAL. VP	4.00	Officer	$600	$0	$600
JJ KUNZMANN	DIVISIONAL. VP	4.00	Officer	$150	$0	$150

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
2023	$374,640	$414,752	$683,640	$-40,112
2021	$332,863	$187,764	$855,762	$145,099
2020	$308,557	$220,771	$756,216	$87,786
2019	$300,846	$216,816	$632,704	$84,030
2018	$282,215	$212,893	$522,695	$69,322

UTILITY WORKERS UNION OF AMERICA 375 UWUA