LOCAL 63 ILWU OFFICE CLERICAL UNIT

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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

1986

Legal Domicile

Principal Officer

JOHN FAGEAUX

Phone

5627993834

Tax Period

2023-01-01 to 2023-12-31

LOCAL 63 ILWU OFFICE CLERICAL UNIT, founded in 1986, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 37% operating margin.

Mission

TO UNITE IN ONE ORGANIZATION ALL CLERKS WITHIN THE JURISDICTION OF THE LOCAL 63.

Program Service Accomplishments

Program 1

TO UNITE IN ONE ORGANIZATION ALL CLERKS WITHIN THE JURISDICTION OF THE LOCAL 63.

Program 2

TO NEGOTIATE AND SECURE SUITABLE AGREEMENTS COVERING ALL CLASSIFICATIONS OF WORK PERFORMED BY ITS MEMBERS.

Program 3

TO MAINTAIN AND IMPROVE THE WAGES, BENEFITS, HOURS AND WORKING CONDITIONS OF ITS MEMBERS.

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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 $0

Program Service Revenue $2,825,991

Investment Income $189

Other Revenue $0

TOTAL REVENUE $2,826,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,021,140

Fundraising Expenses $0

Other Expenses $740,192

TOTAL EXPENSES $1,771,332

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,826,180	$1,596,738	+0.8%
Expenses	$1,771,332	$1,563,129	+0.1%
Net Income	$1,054,848	$33,609	+30.4%

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

$675,361

Total Directors

Key Employees

$211,430

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN FAGEAUX JR	PRESIDENT	40.00	Officer	$284,087	$35,443	$319,530
DAWN FEIKEMA	VICE PRESIDENT	40.00	Officer	$237,983	$29,536	$267,519
SHARI DELPRINO	SECRETARY / TREASURER	40.00	Officer	$88,312	$0	$88,312
MICHELLE LUJAN	OFFICE ADMINISTRATOR	40.00	Key Emp	$176,853	$34,577	$211,430

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	$2,826,180	$1,771,332	$2,172,316	$1,054,848
2022	$1,596,738	$1,563,129	$1,117,468	$33,609
2021	$1,517,106	$1,430,797	$1,083,859	$86,309
2020	$2,022,266	$1,367,007	$997,550	$655,259
2019	$1,435,727	$1,393,541	$342,291	$42,186
2018	$1,330,400	$1,262,229	$300,105	$68,171