North Valley Labor Federation (EIN 272295195) - 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

2010

Legal Domicile

Principal Officer

William Kelly

Tax Period

2023-01-01 to 2023-12-31

North Valley Labor Federation, founded in 2010, is a small nonprofit that reported $853K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $226K, a strong 27% operating margin.

Mission

To raise the standard of living for union members and working families. To ensure better wages, benefits and working conditions for working families

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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 $746,329

Program Service Revenue $0

Investment Income $7,067

Other Revenue $100,024

TOTAL REVENUE $853,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $426,382

Fundraising Expenses $15,899

Program Expenses $466,121

Other Expenses $200,878

TOTAL EXPENSES $627,260

Year-over-Year Comparison

	2023	2022	Change
Revenue	$853,420	$672,955	+0.3%
Expenses	$627,260	$724,024	-0.1%
Net Income	$226,160	$-51,069	-5.4%

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

$126,818

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Kelly	Executive Director	40.00	Officer	$124,118	$0	$124,118
Timothy Robertson	Former Executive Director	0.00		$30,000	$0	$30,000
Astrid Zuniga	President	2.00	Officer	$2,700	$0	$2,700
Damiana Maggio	Director	1.00	Director	$0	$0	$0
Michael Mark	Director	1.00	Director	$0	$0	$0
Eric Henkel	Director	1.00	Director	$0	$0	$0
Penny Knapp	Director	1.00	Director	$0	$0	$0
Kristen Rasmussen	Director	1.00	Director	$0	$0	$0
Bill Taylor	Director	1.00	Director	$0	$0	$0
Trish Suzuki	Director	1.00	Director	$0	$0	$0
Matt Richard	Director	1.00	Director	$0	$0	$0
Scott Taylor	Director	1.00	Director	$0	$0	$0
Dean Fadeff	Director	1.00	Director	$0	$0	$0
Corey Van Rys	Trustee	0.00	Director	$0	$0	$0
Catherine Houston	Trustee	1.00	Director	$0	$0	$0
Steven Filling	Trustee	1.00	Director	$0	$0	$0
Ruben Esparza	Director	1.00	Director	$0	$0	$0
Florence Crowson	Director	1.00	Director	$0	$0	$0
Jose Abastida	Director	1.00	Director	$0	$0	$0
Hunter Stern	Secretary-Treasurer	1.00	Officer Director	$0	$0	$0
Kadou Xiong	Vice President	1.00	Officer Director	$0	$0	$0
Maggie Thao	Recording Secretary	1.00	Officer Director	$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
2024	No data	No data	No data	No data
2023	$853,420	$627,260	$749,794	$226,160
2022	$672,955	$724,024	$563,368	$-51,069
2021	$834,321	$517,721	$499,880	$316,600
2020	$423,478	$507,324	$168,904	$-83,846
2019	$339,437	$307,482	$240,329	$31,955
2018	$236,382	$264,984	$208,044	$-28,602

North Valley Labor Federation