UTILITY WORKERS UNION OF AMERICA 270 UWUA (EIN 340638848) - 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

1943

Legal Domicile

Principal Officer

CHRISTOPHER ERICKSEN

Phone

2163986153

Tax Period

2024-12-01 to 2025-11-30

UTILITY WORKERS UNION OF AMERICA 270 UWUA, founded in 1943, is a small nonprofit that reported $580K in total revenue in fiscal year 2024. The organization ran a surplus of $98K, a strong 17% operating margin.

Mission

TO PROMOTE GOOD FELLOWSHIP, TO PROTECT, MAINTAIN AND ADVANCE THE INTERESTS OF ITS MEMBERS AND TO HELP ALL OTHER WORKERS, TO PROMOTE THE GENERAL WELFARE OF THE ORGANIZATION, TO AID AND ASSIST MEMBERS IN BETTERING THEIR SOCIAL AND ECONOMIC POSITION IN LIFE.

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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 $1,187

Program Service Revenue $571,885

Investment Income $7,248

Other Revenue $0

TOTAL REVENUE $580,320

Expense Breakdown

Grants Paid $0

Salaries & Benefits $351,687

Fundraising Expenses $0

Program Expenses $179,892

Other Expenses $130,408

TOTAL EXPENSES $482,095

Year-over-Year Comparison

	2024	2023	Change
Revenue	$580,320	$584,553	0.0%
Expenses	$482,095	$417,502	+0.2%
Net Income	$98,225	$167,051	-0.4%

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

803

Independent Members

803

Employees

Volunteers

6080

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

$249,622

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS HERRON	VICE CHAIRMAN	1.00	Officer	$517	$0	$517
JASON UZL	SGT AT ARMS	1.00	Officer	$0	$0	$0
JOHN MAJOR JR	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
CHRISTOPHER E ERICKSEN	PRESIDENT	48.00	Officer	$172,784	$0	$172,784
TIMOTHY FOWLER	BOARD OF TRUSTEES	1.00	Officer	$905	$0	$905
JAMES CANTALE	BOARD OF TRUSTEES	1.00	Officer	$1,376	$0	$1,376
BRYAN BLANKENSHIP	EXECUTIVE BOARD	1.00	Officer	$932	$0	$932
DAVID INGLIS	EXECUTIVE BOARD	1.00	Officer	$431	$0	$431
LOUIS COLANTUONO	EXECUTIVE BOARD	1.00	Officer	$92	$0	$92
GREGORY MCCOY	CHAIRMAN	1.00	Officer	$3,766	$0	$3,766
TYLER MCKEOWN	TREASURER	1.00	Officer	$0	$0	$0
MATTHEW JONES	EXECUTIVE BOARD	1.00	Officer	$1,056	$0	$1,056
WILLIAM SCHEFFLER	RECORDING SECRETARY	1.00	Officer	$15,917	$0	$15,917
DAVE WALRATH	EXECUTIVE BOARD	1.00	Officer	$46	$0	$46
DANIEL TAYLOR	CHAIRMAN	1.00	Officer	$2,902	$0	$2,902
JONATHAN TACKETT	VICE CHAIRMAN	1.00	Officer	$2,493	$0	$2,493
DOUG HOGAN JR	RECORDING SECRETARY	1.00	Officer	$0	$0	$0
ANTHONY LEDER	EXECUTIVE BOARD	1.00	Officer	$0	$0	$0
NATHAN LARSON	VICE CHAIRMAN	1.00	Officer	$398	$0	$398
BRANDYN DICKEY	BOARD OF TRUSTEES	1.00	Officer	$0	$0	$0
JUSTIN LAWSON	BOARD OF TRUSTEES	1.00	Officer	$46	$0	$46
SHONN THOMAS	CHAIRMAN	1.00	Officer	$489	$0	$489
JON HODGE	CHAIRMAN	1.00	Officer	$682	$0	$682
CALEB BENTLEY	VICE CHAIRMAN	1.00	Officer	$10,904	$0	$10,904
BRIAN DICICCO	EXECUTIVE BOARD	1.00	Officer	$417	$0	$417
RILEY PETERSON	BOARD OF TRUSTEES	1.00	Officer	$111	$0	$111
JAMES ICKES	BOARD OF TRUSTEES	1.00	Officer	$0	$0	$0
KENNETH WALKER	CHAIRMAN	1.00	Officer	$3,765	$0	$3,765
LOGAN READINGER	VICE CHAIRMAN	1.00	Officer	$3,734	$0	$3,734
ROBERT SCHEFFLER	VICE PRESIDENT	2.00	Officer	$23,536	$0	$23,536
SCOTT RAIMANN	RECORDING SECRETARY	1.00	Officer	$2,158	$0	$2,158
AARON DUSKY	CHAIRMAN	1.00	Officer	$154	$0	$154
CRYSTAL BICS	VICE CHAIRMAN	1.00	Officer	$11	$0	$11
ANDREW VERBUS	RECORDING SECRETARY	2.00	Officer	$0	$0	$0
RICHIE BICS	EXECUTIVE BOARD	1.00	Officer	$0	$0	$0
CHRISTOPHER BEAL	BOARD OF TRUSTEES	1.00	Officer	$0	$0	$0
REANNON FINDLEY	BOARD OF TRUSTEES	1.00	Officer	$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
2025	$580,320	$482,095	$1,650,867	$98,225
2024	$584,553	$417,502	$1,555,334	$167,051
2023	$551,078	$333,694	$1,381,107	$217,384
2022	$559,230	$397,601	$1,160,773	$161,629
2021	$592,507	$514,643	$997,613	$77,864
2020	$581,291	$519,357	$920,614	$61,934
2019	$593,335	$587,047	$862,357	$6,288
2018	$580,980	$654,516	$871,263	$-73,536

UTILITY WORKERS UNION OF AMERICA 270 UWUA