UTILITY WORKERS UNION OF AMERICA (EIN 237095283) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

ANTHONY FLORES

Phone

3105977574

Tax Period

2024-07-01 to 2025-06-30

UTILITY WORKERS UNION OF AMERICA, founded in 1970, is a small nonprofit in the Employment sector that reported $285K in total revenue in fiscal year 2024.

Mission

LABOR UNION TO ORGANIZE AND REPRESENT UTILITY WORKERS EMPLOYED BY SOUTHERN CALIFORNIA GAS COMPANY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $285,428

Investment Income $40

Other Revenue $0

TOTAL REVENUE $285,468

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,818

Fundraising Expenses $0

Other Expenses $298,273

TOTAL EXPENSES $304,091

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,468	$271,657	+0.1%
Expenses	$304,091	$230,198	+0.3%
Net Income	$-18,623	$41,459	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HECTOR ROCHA	Trustee	1.00	Director	$0	$0	$0
REBECCA JOHNSTON	Trustee	1.00	Director	$0	$0	$0
MICHAEL MINOR	Trustee	1.00	Director	$0	$0	$0
ROBERT AGUIRRE	Trustee	1.00	Director	$0	$0	$0
GEORGE ARNOLD	Trustee	1.00	Director	$0	$0	$0
ALISA ENGLE	Trustee	1.00	Director	$0	$0	$0
KENNETH BALDWIN	Trustee	1.00	Director	$0	$0	$0
AARON LEE	Trustee	1.00	Director	$0	$0	$0
LUIS GAETA	Trustee	1.00	Director	$0	$0	$0
ANDREW NELSON	Trustee	1.00	Director	$0	$0	$0
DAVID RUVALCABA	Treasurer	3.00	Director	$0	$0	$0
ROBIN ADAMS	Trustee	1.00	Director	$0	$0	$0
ANTHONY FLORES	Trustee	2.00	Officer	$0	$0	$0
ERNEST SHAW	President	1.00	Officer	$0	$0	$0
ROBERT MACINNES	Chairman	1.00	Officer	$0	$0	$0
NIKOLAUS PARK	Chairman	1.00	Officer	$0	$0	$0
SANTOS QUIRARTE	Chairman	1.00	Officer	$0	$0	$0
EDWARD PENA	Chairman	1.00	Officer	$0	$0	$0
JOE DANIELS	Chairman	1.00	Officer	$0	$0	$0
MAURO MIJANGOS	Vice President	1.00	Officer	$0	$0	$0
PAUL CARRIERA	Chairman	1.00	Officer	$0	$0	$0
ADAM MARX	Trustee	1.00	Officer	$0	$0	$0
ANTHONY WISER	Trustee	1.00	Officer	$0	$0	$0

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	$285,468	$304,091	$364,601	$-18,623
2024	$271,657	$230,198	$383,224	$41,459
2022	$228,213	$186,736	$228,156	$41,477
2021	$217,192	$144,032	$238,401	$73,160
2020	$206,224	$185,292	$169,207	$20,932

UTILITY WORKERS UNION OF AMERICA