UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 135 (EIN 330151835) - 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

1941

Legal Domicile

Principal Officer

BRUCE TODD WALTERS

Phone

6192987772

Tax Period

2024-01-01 to 2024-12-31

UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 135, founded in 1941, is a community nonprofit that reported $8.9M in total revenue in fiscal year 2024. Expenses of $8.4M left a modest 6% surplus.

Mission

TO ORGANIZE, UNITE AND ASSIST MEMBERS FOR THE PURPOSE OF IMPROVING WAGES, BENEFITS AND WORKING CONDITIONS.

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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 $0

Program Service Revenue $7,412,492

Investment Income $630,509

Other Revenue $868,920

TOTAL REVENUE $8,911,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,911,166

Fundraising Expenses $0

Other Expenses $4,453,356

TOTAL EXPENSES $8,388,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,911,921	$8,848,921	+0.0%
Expenses	$8,388,273	$8,387,913	+0.0%
Net Income	$523,648	$461,008	+0.1%

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

N/A

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

$680,569

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE WALTERS	PRESIDENT	40.0	Officer	$193,304	$23,459	$216,763
GRANT TOM	SECRETARY-TREASURER	40.0	Officer	$173,270	$22,658	$195,928
MARIBEL D MCKINZE	RECORDER/ORGANIZER/POL. DIR.	40.0	Officer	$133,000	$21,100	$154,100
KELLY T TANAKA	GRIEVANCE DIRECTOR	40.0	Highest	$123,405	$23,226	$146,631
CHRISTOPHER LOPEZ	V.P./UNION REP. - PAST	40.0		$111,464	$26,981	$138,445
JOE KABLER	UNION REPRESENTATIVE	40.0	Highest	$111,881	$20,186	$132,067
ANDRES PINZON AMADO	UNION REPRESENTATIVE	40.0	Highest	$111,464	$20,125	$131,589
JONATHAN TAATJES	UNION REPRESENTATIVE	40.0	Highest	$107,906	$20,043	$127,949
STACIE M CORDEIRO	UNION REPRESENTATIVE	40.0	Highest	$106,086	$19,979	$126,065
EHILEEN LOPEZ	V.P/INSUR/PENSION DIR.	40.0	Officer	$75,122	$24,930	$100,052
DAWNELLA NELSON	VICE PRESIDENT	1.0	Officer	$2,336	$0	$2,336
TAMARA LONG	VICE PRESIDENT	1.0	Officer	$2,040	$0	$2,040
KIMBERLY GONZALES	VICE PRESIDENT	1.0	Officer	$2,040	$0	$2,040
GABRIEL JIMENEZ	VICE PRESIDENT	1.0	Officer	$1,870	$0	$1,870
CRISTINA PALMIERI	VICE PRESIDENT	1.0	Officer	$1,700	$0	$1,700
ROBERT LAUNIUS	VICE PRESIDENT	1.0	Officer	$1,700	$0	$1,700
LISA HOFFMAN	VICE PRESIDENT	1.0	Officer	$1,530	$0	$1,530
IGNACIO ORTIZ	VICE PRESIDENT	1.0	Officer	$510	$0	$510

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	$8,911,921	$8,388,273	$18,199,983	$523,648
2023	$8,848,921	$8,387,913	$17,529,454	$461,008
2022	$8,250,912	$7,860,382	$16,842,345	$390,530
2021	$8,593,672	$7,142,402	$16,540,500	$1,451,270
2020	$8,217,005	$7,331,051	$14,977,027	$885,954
2019	$8,161,898	$6,728,407	$14,044,263	$1,433,491
2018	$7,675,647	$7,299,156	$12,532,224	$376,491

UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL 135