UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 75 (EIN 310621221) - 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

1937

Legal Domicile

Principal Officer

KEVIN GARVEY

Phone

9376650075

Tax Period

2024-01-01 to 2024-12-31

UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 75, founded in 1937, is a mid-sized nonprofit that reported $15.3M in total revenue in fiscal year 2024. Expenses of $14.1M left a modest 8% surplus.

Mission

ORGANIZE, UNITE, AND ASSIST PERSONS FOR THE PURPOSE OF IMPROVING WAGES, HOURS, AND BENEFITS.

🔒

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 $14,651,798

Investment Income $527,737

Other Revenue $98,029

TOTAL REVENUE $15,277,564

Expense Breakdown

Grants Paid $129,703

Salaries & Benefits $5,913,790

Fundraising Expenses $0

Other Expenses $8,017,900

TOTAL EXPENSES $14,061,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,277,564	$15,305,421	0.0%
Expenses	$14,061,393	$13,575,836	+0.0%
Net Income	$1,216,171	$1,729,585	-0.3%

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

313

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

$768,081

Total Directors

$1,928,413

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE WITTEKIND THRU 8924	VP/E-BOARD/AREA DIRECTOR	50.00	Director	$173,164	$20,094	$193,258
STEPHANIE FLUM THRU 1124	VP/E-BOARD	1.00	Director	$0	$0	$0
SOPHIA SIMMONS	VP/E-BOARD	1.00	Director	$4,905	$0	$4,905
SCOTT KESLER	VP/E-BOARD	1.00	Director	$117,330	$39,119	$156,449
VASHYRA CANNON	VP/E-BOARD	1.00	Director	$23,725	$0	$23,725
ROBERTA GREAVER	VP/E-BOARD	1.00	Director	$9,499	$0	$9,499
ROBERT KIMBALL	VP/E-BOARD	1.00	Director	$5,784	$0	$5,784
WILLIAM SCOTT ADKINS	VP/E-BOARD	50.00	Director	$129,885	$39,562	$169,447
RICHARD BYRD	VP/E-BOARD	1.00	Director	$4,578	$0	$4,578
RAYMOND FLUKER	VP/E-BOARD	1.00	Director	$5,306	$0	$5,306
RANDY SCHOLTZ THRU 12624	VP/E-BOARD	1.00	Director	$655	$0	$655
RACHEL FERGUSON	VP/E-BOARD	1.00	Director	$5,772	$0	$5,772
NANCY ANDERSON	VP/E-BOARD	1.00	Director	$11,588	$0	$11,588
TOM BIERMAN	DIRECTOR OF FINANCE/VP	50.00	Director	$139,157	$40,114	$179,271
SARAH BARKER	VP/E-BOARD	1.00	Director	$12,563	$0	$12,563
LAURA BERLINCOURT	VP/E-BOARD	1.00	Director	$14,960	$0	$14,960
KEVIN GARVEY	PRESIDENT	50.00	Officer Director	$370,005	$37,728	$407,733
ANGELA CORNELISON	VP/E-BOARD	1.00	Director	$5,474	$0	$5,474
ANGELA LANIER THRU 1124	VP/E-BOARD	1.00	Director	$0	$0	$0
BRIAN HOLLAR	VP/E-BOARD	1.00	Director	$6,199	$0	$6,199
BRYON O'NEAL	SECRETARY/TREASURER	50.00	Officer Director	$316,022	$44,326	$360,348
CHARLES DILLARD	VP/E-BOARD	1.00	Director	$4,535	$0	$4,535
DEBORAH GRIFFIN THRU 101124	VP/E-BOARD	1.00	Director	$3,744	$0	$3,744
DONALD WATKINS	VP/E-BOARD	1.00	Director	$4,020	$0	$4,020
DOUGLAS CORRELL	VP/E-BOARD	1.00	Director	$4,670	$0	$4,670
HAZAEL HERRERA	VP/E-BOARD	1.00	Director	$7,277	$0	$7,277
IMARA BAILEY	VP/E-BOARD	1.00	Director	$6,555	$0	$6,555
JAMES PETTY	VP/E-BOARD	1.00	Director	$5,700	$0	$5,700
JOY CHURCH	RECORDING SECRETARY	50.00	Director	$98,391	$29,980	$128,371
KAREN BROWN	EXEC VICE PRES/E-BRD/VP	50.00	Director	$138,595	$18,289	$156,884
KATARA VARNER	VP/E-BOARD	1.00	Director	$14,132	$0	$14,132
KATHLEEN JONES	VP/E-BOARD	1.00	Director	$5,142	$0	$5,142
MARTIN LEWIS	VP/E-BOARD	1.00	Director	$5,498	$0	$5,498
ZACHARY STUMPF	VP/E-BOARD	1.00	Director	$4,371	$0	$4,371
AMANDA JEAKLE	BUSINESS REP	40.00	Highest	$100,527	$29,571	$130,098
JESSICA GIBBONS	BUSINESS REP	40.00	Highest	$109,376	$27,119	$136,495
WILLIAM BENNER	ORGANIZING DIRECTOR	40.00	Highest	$114,044	$37,954	$151,998
CEDRIC BURROUGHS	FIELD ORGANIZER	40.00	Highest	$109,177	$39,078	$148,255
MELVIN PHILLIPS	BUSINESS REP	40.00	Highest	$102,122	$25,897	$128,019
TONYA MCCOY	BUSINESS REP	40.00	Highest	$102,191	$29,910	$132,101

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	$15,277,564	$14,061,393	$18,769,025	$1,216,171
2023	$15,305,421	$13,575,836	$17,831,769	$1,729,585
2022	$15,212,376	$13,661,861	$16,315,328	$1,550,515
2021	$16,160,164	$14,612,296	$15,045,915	$1,547,868
2020	$16,681,582	$13,557,202	$13,739,316	$3,124,380
2019	$16,218,263	$13,945,542	$11,008,545	$2,272,721
2018	$16,227,592	$13,900,587	$9,130,668	$2,327,005

UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 75