RETAIL WHOLESALE & DEPARTMENT STORE UNION (EIN 366218854) - 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

1948

Legal Domicile

Principal Officer

Lisa Russell

Phone

3127386188

Tax Period

2024-01-01 to 2024-12-31

RETAIL WHOLESALE & DEPARTMENT STORE UNION, founded in 1948, is a small nonprofit that reported $355K in total revenue in fiscal year 2024. Expenses of $310K left a modest 13% surplus.

Mission

To unite members with proper workplace representation for their betterment protection and safety.

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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 $0

Program Service Revenue $0

Investment Income $447

Other Revenue $354,133

TOTAL REVENUE $354,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,035

Fundraising Expenses $0

Program Expenses $214,908

Other Expenses $130,208

TOTAL EXPENSES $310,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$354,580	$343,232	+0.0%
Expenses	$310,243	$286,049	+0.1%
Net Income	$44,337	$57,183	-0.2%

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

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

$115,884

Total Directors

$115,884

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Russell	President	40.00	Officer Director	$85,287	$30,597	$115,884
Valerie Lee	Secretary-Treasurer	4.00	Officer Director	$0	$0	$0
Jason Jones	Recorder	2.00	Officer Director	$0	$0	$0
George Leonard	Vice President	2.00	Director	$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	No data	No data	No data	No data
2024	$354,580	$310,243	$48,838	$44,337
2023	$343,232	$286,049	$34,615	$57,183
2022	$319,418	$610,366	$6,367	$-290,948
2021	$350,365	$329,538	$102,026	$20,827
2020	$344,982	$309,873	$81,849	$35,109

RETAIL WHOLESALE & DEPARTMENT STORE UNION