WORKERS DEFENSE PROJECT (EIN 352296166) - 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

2002

Legal Domicile

Principal Officer

LIZETH CHACON

Phone

5123912305

Tax Period

2024-01-01 to 2024-12-31

WORKERS DEFENSE PROJECT, founded in 2002, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2024. Expenses of $4.7M exceeded revenue, resulting in a 24% operating deficit.

Mission

WORKERS DEFENSE PROJECT IS A MEMBER-LED ORGANIZATION THAT ORGANIZES LATINE IMMIGRANT WORKERS IN TEXAS TO FIGHT FOR DIGNITY AND RESPECT.

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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 $3,758,867

Program Service Revenue $40,107

Investment Income $22,278

Other Revenue $-7,066

TOTAL REVENUE $3,814,186

Expense Breakdown

Grants Paid $907,874

Salaries & Benefits $2,724,554

Fundraising Expenses $71,743

Program Expenses $3,891,030

Other Expenses $1,078,931

TOTAL EXPENSES $4,711,359

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,814,186	$3,835,536	0.0%
Expenses	$4,711,359	$3,073,654	+0.5%
Net Income	$-897,173	$761,882	-2.2%

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

$167,837

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ISAAC FAZ	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
OSCAR TORRES MENDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIA DE LEON	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIANA CRUZ KERKER	BOARD MEMBER	1.00	Director	$0	$0	$0
EVA MARROQUIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ELSA FLORES	BOARD MEMBER	1.00	Director	$0	$0	$0
MIRNA RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILLIP SCHMANDT	SECRETARY	1.00	Officer Director	$0	$0	$0
MARIA HUERTA	BOARD MEMBER	1.00	Director	$0	$0	$0
MYRNA MENDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA WEBBER	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZETH CHACON	EXECUTIVE DIRECTOR	1.00	Officer	$0	$23,837	$167,837

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	$3,814,186	$4,711,359	$10,427,896	$-897,173
2023	$3,835,536	$3,073,654	$12,109,187	$761,882
2022	$8,576,258	$2,724,058	$11,333,051	$5,852,200
2021	$3,939,258	$3,707,932	$5,969,244	$231,326
2020	$7,693,227	$6,321,977	$5,804,864	$1,371,250
2019	$2,277,932	$2,838,930	$3,957,273	$-560,998
2018	$3,930,104	$2,645,962	$4,499,440	$1,284,142

WORKERS DEFENSE PROJECT