United Food and Commercial Workers Local Union No 700 (EIN 351844260) - 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

1957

Legal Domicile

Principal Officer

Tracy Bartak

Tax Period

2024-01-01 to 2024-12-31

United Food and Commercial Workers Local Union No 700, founded in 1957, is a community nonprofit that reported $5.7M in total revenue in fiscal year 2024.

Mission

To organize all workers for the economic, social and moral advancement of their working conditions and status

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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 $5,184,731

Program Service Revenue $458,795

Investment Income $12,648

Other Revenue $68,210

TOTAL REVENUE $5,724,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,679,024

Fundraising Expenses $0

Program Expenses $5,825,022

Other Expenses $3,101,491

TOTAL EXPENSES $5,825,022

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,724,384	$5,948,171	0.0%
Expenses	$5,825,022	$5,943,320	0.0%
Net Income	$-100,638	$4,851	-21.7%

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

$522,829

Total Directors

Key Employees

$416,254

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tracy Bartak	President	040.00	Officer Key Emp Highest	$203,517	$0	$203,517
Philip Barnett	Assistant to the President	040.00	Officer Key Emp Highest	$177,992	$0	$177,992
Karen Salzer	Recording Secretary	040.00	Officer	$94,407	$0	$94,407
Michael Merrell	Secretary Treasurer	040.00	Officer Key Emp Highest	$34,745	$0	$34,745
Juan Ruffin	Vice President	020.00	Officer	$12,168	$0	$12,168
Michael Alvarez	Vice President	002.00	Officer	$0	$0	$0
Benerly Arthur	Vice President	002.00	Officer	$0	$0	$0
Julie Bolton	Vice President	002.00	Officer	$0	$0	$0
Brian Blanton	Vice President	002.00	Officer	$0	$0	$0
Karen Browning	Vice President	002.00	Officer	$0	$0	$0
Maria Brummett	Vice President	002.00	Officer	$0	$0	$0
Amanda Davis	Vice President	002.00	Officer	$0	$0	$0
Hua Lian	Vice President	002.00	Officer	$0	$0	$0
Norris Baker	Vice President	002.00	Officer	$0	$0	$0
Trinindad Lopez	Vice President	002.00	Officer	$0	$0	$0
Sherry Miner	Vice President	002.00	Officer	$0	$0	$0
Phillip Phillippo	Vice President	002.00	Officer	$0	$0	$0
Vern Sowers	Vice President	002.00	Officer	$0	$0	$0
Ronald Tinney	Vice President	002.00	Officer	$0	$0	$0
William Jefferson	Vice President	002.00	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
2024	$5,724,384	$5,825,022	$1,034,980	$-100,638
2023	$5,948,171	$5,943,320	$1,297,024	$4,851
2022	$6,153,519	$6,201,760	$1,494,555	$-48,241
2021	$6,013,492	$6,231,045	$1,101,071	$-217,553
2020	$6,476,516	$6,523,855	$1,326,743	$-47,339
2019	$6,523,398	$6,625,357	$1,290,541	$-101,959
2018	$6,525,123	$6,826,207	$1,373,224	$-301,084

United Food and Commercial Workers Local Union No 700