UTILITY WORKERS UNION OF AMERICA LOCAL 4 (EIN 310966600) - 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

1948

Legal Domicile

Principal Officer

PATRICK MANN

Phone

9088757857

Tax Period

2025-01-01 to 2025-12-31

UTILITY WORKERS UNION OF AMERICA LOCAL 4, founded in 1948, is a small nonprofit that reported $324K in total revenue in fiscal year 2025. Net assets of $719K represent 27 months of operating reserves.

Mission

TO ENHANCE THE WORKING AND LIVING CONDITIONS OF THE EMPLOYEES OF THE NEW JERSEY AMERICAN WATER COMPANY, SOMERSET RARITAN VALLEY SEWAGE AUTHORITY AND ELIZABETH SEWER DEPARTMENT.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $323,078

Investment Income $1,059

Other Revenue $0

TOTAL REVENUE $324,137

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,766

Fundraising Expenses $0

Program Expenses $111,350

Other Expenses $330,786

TOTAL EXPENSES $350,552

Year-over-Year Comparison

	2025	2024	Change
Revenue	$324,137	$328,230	0.0%
Expenses	$350,552	$339,791	+0.0%
Net Income	$-26,415	$-11,561	+1.3%

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

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

$10,587

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN O'DONNELL	TREASURER	2.50	Officer	$694	$0	$694
PATRICK MANN	VICE PRESIDENT	20.00	Officer	$7,976	$0	$7,976
EDWARD ANDERSON	SECRETARY	15.00	Officer	$1,917	$0	$1,917

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	$324,137	$350,552	$718,918	$-26,415
2024	No data	No data	No data	No data
2023	$321,260	$259,259	$756,894	$62,001
2022	$322,264	$289,009	$694,893	$33,255
2021	$332,912	$259,840	$661,638	$73,072
2020	$330,606	$351,282	$588,566	$-20,676
2019	$333,132	$358,141	$609,242	$-25,009
2018	$330,995	$349,333	$634,251	$-18,338

UTILITY WORKERS UNION OF AMERICA LOCAL 4