OPEIU LOCAL 792 (EIN 341364988) - 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

2021

Principal Officer

JULIE WEIR

Phone

4406684269

Tax Period

2025-01-01 to 2025-12-31

OPEIU LOCAL 792, founded in 2021, is a small nonprofit that reported $355K in total revenue in fiscal year 2025. The organization ran a surplus of $67K, a strong 19% operating margin.

Mission

ALL INCOME SHOWN SUPPORTS COLLECTIVE BARGAINING, MEETINGS, EDUCATION, COMMUNICATION, ORGANIZING AFFILIATIONS & MERGERS, COMMUNITY ACTION, ADMINISTRATION OF ORGINIZATION, MAINTENANCE FO ASSETS, DELIVERY OF BENEFITS TO REPRESENTED EMPLOYEES, FRATERNAL & SOCIAL ACTIVITIES, WHICH FURTHER THE COMMON INTERESTS OF THE MEMBERSHIP.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $301,394

Investment Income $0

Other Revenue $53,280

TOTAL REVENUE $354,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,812

Fundraising Expenses $0

Other Expenses $119,626

TOTAL EXPENSES $287,438

Year-over-Year Comparison

	2025	2024	Change
Revenue	$354,674	$342,219	+0.0%
Expenses	$287,438	$367,616	-0.2%
Net Income	$67,236	$-25,397	-3.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSEY FELICE	LEGACY MEMBE	N/A	Director	$0	$0	$0
GREG HENESBAUGH	EXECUTIVE BO	N/A	Director	$0	$0	$0
LAUREN MONDRAGON	EXECUTIVE BO	N/A	Director	$0	$0	$0
JAMIE OVERSTREET	TRUSTEE	N/A	Director	$0	$0	$0
TAMITRA PEAVY	TRUSTEE	N/A	Director	$0	$0	$0
LIZZY PRICHARD	EXECUTIVE BO	N/A	Director	$0	$0	$0
GENA REYNOLDS	EXECUTIVE BO	N/A	Director	$0	$0	$0
M JULIE SMITH	EXECUTIVE BO	N/A	Director	$0	$0	$0
JULIE BAKER	RECORDING SE	N/A	Officer	$0	$0	$0
SARAH KETCHAM	2ND VP	N/A	Officer	$0	$0	$0
SHELLY RICHMOND	1ST VP	N/A	Officer	$0	$0	$0
GREG SOLOW	SECRETARY TR	N/A	Officer	$0	$0	$0
JULIE WEIR	PRESIDENT	N/A	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	$354,674	$287,438	$108,110	$67,236
2024	$342,219	$367,616	$40,874	$-25,397
2023	$283,303	$374,820	$133,363	$-91,517
2022	$346,491	$368,264	$224,880	$-21,773
2021	$187,788	$116,468	$71,320	$71,320

OPEIU LOCAL 792