UTILITY WORKERS UNION OF AMERICA AFL-CIO LOCAL 686 (EIN 237289759) - 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

1944

Legal Domicile

Principal Officer

KEITH HOLMES

Phone

2153335850

Tax Period

2024-07-01 to 2025-06-30

UTILITY WORKERS UNION OF AMERICA AFL-CIO LOCAL 686, founded in 1944, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. The organization ran a surplus of $248K, a strong 20% operating margin.

Mission

THE LOCAL'S MISSION IS TO SUPPORT COLLECTIVE BARGAINING FOR ITS MEMBERS, CONDUCTING MEMBERSHIP MEETINGS, EDUCATION, ORGANIZING EVENTS TO FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP.

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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 (2024)

Revenue Breakdown

Contributions & Grants $37,565

Program Service Revenue $1,066,066

Investment Income $139,862

Other Revenue $0

TOTAL REVENUE $1,243,493

Expense Breakdown

Grants Paid $21,437

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $956,209

TOTAL EXPENSES $995,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,243,493	$1,167,823	+0.1%
Expenses	$995,375	$966,285	+0.0%
Net Income	$248,118	$201,538	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH HOLMES	President	50.00	Officer	$0	$0	$0
JESSE GIL	TREASURER	20.00	Officer	$0	$0	$0
JAMES BAKEOVEN	RECORDING SEC	10.00	Officer	$0	$0	$0
JOSEPH MCGARRITY	FINL SECTY	10.00	Officer	$0	$0	$0
MICHAEL MCDONOUGH	VP	10.00	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	$1,243,493	$995,375	$5,042,844	$248,118
2024	$1,167,823	$966,285	$4,663,759	$201,538
2023	$1,091,689	$934,269	$4,364,459	$157,420
2022	$1,016,580	$954,038	$4,156,559	$62,542
2021	$1,018,920	$949,436	$4,158,752	$69,484
2020	$1,035,841	$679,747	$4,008,347	$356,094
2019	$1,015,700	$830,044	$3,610,699	$185,656
2018	$1,020,083	$781,960	$3,363,429	$238,123

UTILITY WORKERS UNION OF AMERICA AFL-CIO LOCAL 686